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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 | $231,705 | $133,981+72.9% | $112,249+106.4% | $134,532+72.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.00% | 47.16%-65.2pp | 27.48%-45.5pp | 418.27%-436.3pp |
| Employer contribution / active EE | $917 | $4,040-77.3% | $3,636-74.8% | $4,741-80.7% |
| Participant deferral / active EE | $8,522 | $5,292+61.0% | $4,729+80.2% | $6,401+33.1% |
| Admin fee / account holder | $11,449 | $7,492+52.8% | $6,412+78.6% | $11,429+0.2% |