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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 | $82,492 | $138,075-40.3% | $123,552-33.2% | $135,379-39.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.11% | 153.70%-162.8pp | 119.20%-128.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $5,554 | $5,152+7.8% | $4,628+20.0% | $4,779+16.2% |
| Participant deferral / active EE | $7,054 | $6,800+3.7% | $6,426+9.8% | $5,609+25.8% |
| Admin fee / account holder | $792 | $10,917-92.7% | $9,285-91.5% | $10,828-92.7% |