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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 | $73,435 | $138,078-46.8% | $125,363-41.4% | $134,509-45.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.21% | 750.49%-763.7pp | 572.15%-585.4pp | 418.13%-431.3pp |
| Employer contribution / active EE | $3,145 | $5,245-40.0% | $4,815-34.7% | $4,741-33.7% |
| Participant deferral / active EE | $7,569 | $7,800-3.0% | $7,447+1.6% | $6,400+18.3% |
| Admin fee / account holder | $91,020 | $11,566+687.0% | $10,005+809.7% | $11,427+696.6% |