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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 | $205,807 | $138,076+49.1% | $123,553+66.6% | $135,380+52.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.67% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,652 | $5,152-67.9% | $4,628-64.3% | $4,779-65.4% |
| Participant deferral / active EE | $4,942 | $6,800-27.3% | $6,426-23.1% | $5,609-11.9% |
| Admin fee / account holder | $2,232 | $10,917-79.6% | $9,284-76.0% | $10,828-79.4% |