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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 | $43,584 | $180,459-75.8% | $154,108-71.7% | $135,380-67.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.25% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,853 | $6,035-69.3% | $5,298-65.0% | $4,779-61.2% |
| Participant deferral / active EE | $7,369 | $5,806+26.9% | $5,081+45.0% | $5,609+31.4% |
| Admin fee / account holder | $595 | $16,145-96.3% | $13,411-95.6% | $10,828-94.5% |