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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 | $78,699 | $54,355+44.8% | $82,744-4.9% | $68,486+14.9% |
| Participation rate | 80.8% | 63.9%+16.8pp | 72.6%+8.2pp | 67.9%+12.9pp |
| Annual return | -18.23% | -13.67%-4.6pp | 702.22%-720.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $6,274 | $2,219+182.8% | $3,008+108.6% | $2,597+141.6% |
| Participant deferral / active EE | $2,101 | $3,246-35.3% | $4,395-52.2% | $4,028-47.8% |
| Admin fee / account holder | $689 | $4,397-84.3% | $5,325-87.1% | $5,404-87.3% |