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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 | $97,732-2.2% | $83,831+14.0% | $135,380-29.4% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.76% | 1287.56%-1293.3pp | 850.99%-856.7pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,667 | $4,222-36.8% | $3,631-26.6% | $4,779-44.2% |
| Participant deferral / active EE | $5,520 | $4,683+17.9% | $4,082+35.2% | $5,609-1.6% |
| Admin fee / account holder | $3,970 | $6,675-40.5% | $5,479-27.5% | $10,828-63.3% |