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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 | $112,684 | $138,072-18.4% | $123,549-8.8% | $135,382-16.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.90% | 153.69%-157.6pp | 119.20%-123.1pp | 519.77%-523.7pp |
| Employer contribution / active EE | $2,414 | $5,152-53.1% | $4,628-47.8% | $4,779-49.5% |
| Participant deferral / active EE | $7,390 | $6,799+8.7% | $6,426+15.0% | $5,609+31.8% |
| Admin fee / account holder | $11,765 | $10,917+7.8% | $9,284+26.7% | $10,829+8.6% |