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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 | $113,385 | $138,102-17.9% | $125,381-9.6% | $134,532-15.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -10.74% | 750.73%-761.5pp | 572.31%-583.0pp | 418.27%-429.0pp |
| Employer contribution / active EE | $2,938 | $5,245-44.0% | $4,815-39.0% | $4,741-38.0% |
| Participant deferral / active EE | $8,048 | $7,801+3.2% | $7,448+8.1% | $6,401+25.7% |
| Admin fee / account holder | $25,291 | $11,568+118.6% | $10,007+152.7% | $11,429+121.3% |