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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 | $159,302 | $82,674+92.7% | $125,381+27.1% | $68,486+132.6% |
| Participation rate | 70.9% | 75.1%-4.1pp | 82.4%-11.5pp | 67.9%+3.0pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $957 | $3,382-71.7% | $4,815-80.1% | $2,597-63.1% |
| Participant deferral / active EE | $8,520 | $6,111+39.4% | $7,448+14.4% | $4,028+111.6% |
| Admin fee / account holder | $9,624 | $6,277+53.3% | $10,007-3.8% | $5,404+78.1% |