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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 | $82,926 | $99,668-16.8% | $86,451-4.1% | $134,545-38.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.41% | 6789.61%-6804.0pp | 4398.51%-4412.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $6,185 | $4,403+40.5% | $3,770+64.1% | $4,742+30.4% |
| Participant deferral / active EE | $7,180 | $7,249-0.9% | $6,953+3.3% | $6,401+12.2% |
| Admin fee / account holder | $26,982 | $8,377+222.1% | $6,734+300.7% | $11,431+136.1% |