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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 | $68,499 | $97,732-29.9% | $83,831-18.3% | $135,380-49.4% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -4.03% | 1287.56%-1291.6pp | 850.99%-855.0pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,808 | $4,222-57.2% | $3,631-50.2% | $4,779-62.2% |
| Participant deferral / active EE | $4,918 | $4,683+5.0% | $4,082+20.5% | $5,609-12.3% |
| Admin fee / account holder | $416 | $6,675-93.8% | $5,479-92.4% | $10,828-96.2% |