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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 | $74,250 | $180,459-58.9% | $154,108-51.8% | $135,380-45.2% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -4.74% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,110 | $6,035-65.0% | $5,298-60.2% | $4,779-55.8% |
| Participant deferral / active EE | $5,167 | $5,806-11.0% | $5,081+1.7% | $5,609-7.9% |
| Admin fee / account holder | $814 | $16,145-95.0% | $13,411-93.9% | $10,828-92.5% |