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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 | $72,150 | $97,761-26.2% | $83,850-14.0% | $135,382-46.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -6.73% | 1287.44%-1294.2pp | 850.92%-857.7pp | 519.77%-526.5pp |
| Employer contribution / active EE | $897 | $4,222-78.7% | $3,631-75.3% | $4,779-81.2% |
| Participant deferral / active EE | $2,868 | $4,682-38.8% | $4,082-29.7% | $5,609-48.9% |
| Admin fee / account holder | $357 | $6,674-94.6% | $5,478-93.5% | $10,829-96.7% |