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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 | $75,257 | $135,645-44.5% | $110,243-31.7% | $135,380-44.4% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -6.26% | 513.24%-519.5pp | 314.76%-321.0pp | 519.81%-526.1pp |
| Employer contribution / active EE | $6,835 | $4,907+39.3% | $3,827+78.6% | $4,779+43.0% |
| Participant deferral / active EE | $5,475 | $5,507-0.6% | $4,672+17.2% | $5,609-2.4% |
| Admin fee / account holder | $714 | $11,458-93.8% | $8,548-91.6% | $10,828-93.4% |