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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 | $113,323 | $180,466-37.2% | $154,114-26.5% | $135,382-16.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.12% | 888.15%-893.3pp | 735.16%-740.3pp | 519.77%-524.9pp |
| Employer contribution / active EE | $3,362 | $6,035-44.3% | $5,298-36.5% | $4,779-29.7% |
| Participant deferral / active EE | $6,524 | $5,806+12.4% | $5,081+28.4% | $5,609+16.3% |
| Admin fee / account holder | $3,770 | $16,144-76.6% | $13,411-71.9% | $10,829-65.2% |