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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 | $75,435 | $138,076-45.4% | $123,553-38.9% | $135,380-44.3% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -6.04% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $5,813 | $5,152+12.8% | $4,628+25.6% | $4,779+21.6% |
| Participant deferral / active EE | $9,863 | $6,800+45.1% | $6,426+53.5% | $5,609+75.8% |
| Admin fee / account holder | $3,194 | $10,917-70.7% | $9,284-65.6% | $10,828-70.5% |