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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 | $76,967 | $135,645-43.3% | $110,243-30.2% | $135,379-43.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -5.35% | 513.24%-518.6pp | 314.76%-320.1pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,694 | $4,907-65.5% | $3,827-55.7% | $4,779-64.5% |
| Participant deferral / active EE | $4,867 | $5,507-11.6% | $4,672+4.2% | $5,609-13.2% |
| Admin fee / account holder | $10,093 | $11,458-11.9% | $8,548+18.1% | $10,828-6.8% |