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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 | $94,688 | $138,114-31.4% | $125,391-24.5% | $134,545-29.6% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -20.21% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $4,042 | $5,246-22.9% | $4,816-16.1% | $4,742-14.7% |
| Participant deferral / active EE | $8,335 | $7,801+6.8% | $7,448+11.9% | $6,401+30.2% |
| Admin fee / account holder | $596 | $11,570-94.9% | $10,009-94.0% | $11,431-94.8% |