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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 | $80,231 | $135,639-40.8% | $110,241-27.2% | $135,382-40.7% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | -4.61% | 513.21%-517.8pp | 314.75%-319.4pp | 519.77%-524.4pp |
| Employer contribution / active EE | $1,360 | $4,907-72.3% | $3,827-64.4% | $4,779-71.5% |
| Participant deferral / active EE | $2,148 | $5,507-61.0% | $4,672-54.0% | $5,609-61.7% |
| Admin fee / account holder | $5,814 | $11,457-49.3% | $8,548-32.0% | $10,829-46.3% |