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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 | $162,401 | $168,635-3.7% | $147,617+10.0% | $125,389+29.5% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -2.69% | 77.65%-80.3pp | 61.98%-64.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,914 | $6,252-53.4% | $5,564-47.6% | $4,866-40.1% |
| Participant deferral / active EE | $7,300 | $5,507+32.6% | $4,895+49.1% | $5,352+36.4% |
| Admin fee / account holder | $1,902 | $13,580-86.0% | $11,612-83.6% | $9,541-80.1% |