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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 | $100,024 | $97,761+2.3% | $83,850+19.3% | $135,382-26.1% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -7.36% | 1287.44%-1294.8pp | 850.92%-858.3pp | 519.77%-527.1pp |
| Employer contribution / active EE | $3,502 | $4,222-17.0% | $3,631-3.5% | $4,779-26.7% |
| Participant deferral / active EE | $7,837 | $4,682+67.4% | $4,082+92.0% | $5,609+39.7% |
| Admin fee / account holder | $9,442 | $6,674+41.5% | $5,478+72.3% | $10,829-12.8% |