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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,194 | $180,466-63.9% | $154,114-57.7% | $135,382-51.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.81% | 888.15%-895.0pp | 735.16%-742.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $3,598 | $6,035-40.4% | $5,298-32.1% | $4,779-24.7% |
| Participant deferral / active EE | $7,080 | $5,806+21.9% | $5,081+39.3% | $5,609+26.2% |
| Admin fee / account holder | $14,051 | $16,144-13.0% | $13,411+4.8% | $10,829+29.8% |