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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 | $173,023 | $138,075+25.3% | $123,552+40.0% | $135,379+27.8% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -7.98% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $2,413 | $5,152-53.2% | $4,628-47.9% | $4,779-49.5% |
| Participant deferral / active EE | $4,858 | $6,800-28.6% | $6,426-24.4% | $5,609-13.4% |
| Admin fee / account holder | $1,442 | $10,917-86.8% | $9,285-84.5% | $10,828-86.7% |