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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 | $90,091 | $138,078-34.8% | $125,363-28.1% | $134,509-33.0% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -18.41% | 750.49%-768.9pp | 572.15%-590.6pp | 418.13%-436.5pp |
| Employer contribution / active EE | $3,563 | $5,245-32.1% | $4,815-26.0% | $4,741-24.8% |
| Participant deferral / active EE | $9,493 | $7,800+21.7% | $7,447+27.5% | $6,400+48.3% |
| Admin fee / account holder | $305 | $11,566-97.4% | $10,005-97.0% | $11,427-97.3% |