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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 | $106,035 | $180,459-41.2% | $154,108-31.2% | $135,380-21.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.73% | 888.21%-893.9pp | 735.21%-740.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $6,006 | $6,035-0.5% | $5,298+13.4% | $4,779+25.7% |
| Participant deferral / active EE | $5,228 | $5,806-10.0% | $5,081+2.9% | $5,609-6.8% |
| Admin fee / account holder | $875 | $16,145-94.6% | $13,411-93.5% | $10,828-91.9% |