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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 | $95,773 | $180,459-46.9% | $154,108-37.9% | $135,380-29.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.49% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,062 | $6,035-65.8% | $5,298-61.1% | $4,779-56.9% |
| Participant deferral / active EE | $5,711 | $5,806-1.6% | $5,081+12.4% | $5,609+1.8% |
| Admin fee / account holder | $1,277 | $16,145-92.1% | $13,411-90.5% | $10,828-88.2% |