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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 | $88,469 | $138,114-35.9% | $125,391-29.4% | $134,545-34.2% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -11.08% | 750.88%-762.0pp | 572.41%-583.5pp | 418.37%-429.4pp |
| Employer contribution / active EE | $6,585 | $5,246+25.5% | $4,816+36.7% | $4,742+38.9% |
| Participant deferral / active EE | $3,822 | $7,801-51.0% | $7,448-48.7% | $6,401-40.3% |
| Admin fee / account holder | $1,474 | $11,570-87.3% | $10,009-85.3% | $11,431-87.1% |