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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 | $59,125 | $138,076-57.2% | $123,553-52.1% | $135,380-56.3% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -8.03% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,224 | $5,152-56.8% | $4,628-52.0% | $4,779-53.5% |
| Participant deferral / active EE | $9,599 | $6,800+41.2% | $6,426+49.4% | $5,609+71.1% |
| Admin fee / account holder | $4,185 | $10,917-61.7% | $9,284-54.9% | $10,828-61.3% |