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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 | $86,099 | $54,370+58.4% | $82,763+4.0% | $68,490+25.7% |
| Participation rate | 91.5% | 63.9%+27.6pp | 72.6%+19.0pp | 67.9%+23.6pp |
| Annual return | -19.11% | -13.67%-5.4pp | 702.45%-721.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $2,246 | $2,219+1.2% | $3,008-25.3% | $2,597-13.5% |
| Participant deferral / active EE | $5,061 | $3,247+55.9% | $4,395+15.2% | $4,028+25.7% |
| Admin fee / account holder | $4,376 | $4,398-0.5% | $5,325-17.8% | $5,403-19.0% |