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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 | $137,116 | $88,596+54.8% | $70,098+95.6% | $134,509+1.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -7.53% | 442.67%-450.2pp | 190.76%-198.3pp | 418.13%-425.7pp |
| Employer contribution / active EE | $3,005 | $3,235-7.1% | $2,560+17.4% | $4,741-36.6% |
| Participant deferral / active EE | $9,193 | $4,772+92.6% | $3,849+138.8% | $6,400+43.6% |
| Admin fee / account holder | $904 | $10,441-91.3% | $6,266-85.6% | $11,427-92.1% |