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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 | $104,405 | $168,635-38.1% | $147,617-29.3% | $125,389-16.7% |
| Participation rate | 89.5% | 88.8%+0.7pp | 84.6%+4.9pp | 83.2%+6.3pp |
| Annual return | -0.85% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,285 | $6,252-63.5% | $5,564-58.9% | $4,866-53.1% |
| Participant deferral / active EE | $4,686 | $5,507-14.9% | $4,895-4.3% | $5,352-12.4% |
| Admin fee / account holder | $7,434 | $13,580-45.3% | $11,612-36.0% | $9,541-22.1% |