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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 | $65,625 | $97,732-32.9% | $83,831-21.7% | $135,380-51.5% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -7.14% | 1287.56%-1294.7pp | 850.99%-858.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,137 | $4,222-25.7% | $3,631-13.6% | $4,779-34.4% |
| Participant deferral / active EE | $6,132 | $4,683+30.9% | $4,082+50.2% | $5,609+9.3% |
| Admin fee / account holder | $10,132 | $6,675+51.8% | $5,479+84.9% | $10,828-6.4% |