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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 | $30,072 | $168,635-82.2% | $147,617-79.6% | $125,389-76.0% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -2.63% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,765 | $6,252-71.8% | $5,564-68.3% | $4,866-63.7% |
| Participant deferral / active EE | $3,034 | $5,507-44.9% | $4,895-38.0% | $5,352-43.3% |
| Admin fee / account holder | $1,678 | $13,580-87.6% | $11,612-85.6% | $9,541-82.4% |