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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 | $92,394 | $90,617+2.0% | $79,476+16.3% | $135,382-31.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.37% | 977.57%-982.9pp | 718.21%-723.6pp | 519.77%-525.1pp |
| Employer contribution / active EE | $1,708 | $3,068-44.3% | $2,800-39.0% | $4,779-64.3% |
| Participant deferral / active EE | $5,234 | $4,050+29.2% | $3,704+41.3% | $5,609-6.7% |
| Admin fee / account holder | $38,624 | $5,907+553.8% | $5,113+655.4% | $10,829+256.7% |