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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 | $77,485 | $138,072-43.9% | $123,549-37.3% | $135,382-42.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.06% | 153.69%-158.8pp | 119.20%-124.3pp | 519.77%-524.8pp |
| Employer contribution / active EE | $5,704 | $5,152+10.7% | $4,628+23.3% | $4,779+19.4% |
| Participant deferral / active EE | $13,623 | $6,799+100.3% | $6,426+112.0% | $5,609+142.9% |
| Admin fee / account holder | $55,241 | $10,917+406.0% | $9,284+495.0% | $10,829+410.1% |