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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 | $96,133 | $168,635-43.0% | $147,617-34.9% | $125,389-23.3% |
| Participation rate | 93.3% | 88.8%+4.6pp | 84.6%+8.7pp | 83.2%+10.1pp |
| Annual return | -1.90% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $7,486 | $6,252+19.7% | $5,564+34.5% | $4,866+53.8% |
| Participant deferral / active EE | $3,900 | $5,507-29.2% | $4,895-20.3% | $5,352-27.1% |
| Admin fee / account holder | $4,898 | $13,580-63.9% | $11,612-57.8% | $9,541-48.7% |