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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 | $52,567 | $133,998-60.8% | $112,263-53.2% | $134,545-60.9% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.1%+15.4pp | 81.2%+9.2pp |
| Annual return | -15.05% | 47.17%-62.2pp | 27.49%-42.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $5,507 | $4,040+36.3% | $3,636+51.4% | $4,742+16.1% |
| Participant deferral / active EE | $6,134 | $5,292+15.9% | $4,729+29.7% | $6,401-4.2% |
| Admin fee / account holder | $2,626 | $7,493-65.0% | $6,410-59.0% | $11,431-77.0% |