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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 | $144,943 | $135,645+6.9% | $110,243+31.5% | $135,380+7.1% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.8%-1.3pp | 82.6%-4.1pp |
| Annual return | -3.78% | 513.24%-517.0pp | 314.76%-318.5pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,481 | $4,907-49.4% | $3,827-35.2% | $4,779-48.1% |
| Participant deferral / active EE | $7,574 | $5,507+37.5% | $4,672+62.1% | $5,609+35.0% |
| Admin fee / account holder | $37,194 | $11,458+224.6% | $8,548+335.1% | $10,828+243.5% |