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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 | $95,540 | $97,761-2.3% | $83,850+13.9% | $135,382-29.4% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.76% | 1287.44%-1293.2pp | 850.92%-856.7pp | 519.77%-525.5pp |
| Employer contribution / active EE | $2,667 | $4,222-36.8% | $3,631-26.6% | $4,779-44.2% |
| Participant deferral / active EE | $5,520 | $4,682+17.9% | $4,082+35.2% | $5,609-1.6% |
| Admin fee / account holder | $3,970 | $6,674-40.5% | $5,478-27.5% | $10,829-63.3% |