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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 | $65,152 | $54,357+19.9% | $82,706-21.2% | $68,495-4.9% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -16.63% | -13.67%-3.0pp | 701.76%-718.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,364 | $2,218+51.7% | $3,007+11.9% | $2,596+29.6% |
| Participant deferral / active EE | $7,624 | $3,246+134.8% | $4,394+73.5% | $4,028+89.3% |
| Admin fee / account holder | $892 | $4,396-79.7% | $5,329-83.3% | $5,403-83.5% |