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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 | $52,693 | $97,732-46.1% | $83,831-37.1% | $135,380-61.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -7.75% | 1287.56%-1295.3pp | 850.99%-858.7pp | 519.81%-527.6pp |
| Employer contribution / active EE | $3,550 | $4,222-15.9% | $3,631-2.2% | $4,779-25.7% |
| Participant deferral / active EE | $7,883 | $4,683+68.3% | $4,082+93.1% | $5,609+40.5% |
| Admin fee / account holder | $383 | $6,675-94.3% | $5,479-93.0% | $10,828-96.5% |