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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 | $84,268 | $168,635-50.0% | $147,617-42.9% | $125,389-32.8% |
| Participation rate | 95.5% | 88.8%+6.7pp | 84.6%+10.8pp | 83.2%+12.3pp |
| Annual return | -2.97% | 77.65%-80.6pp | 61.98%-65.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $8,917 | $6,252+42.6% | $5,564+60.3% | $4,866+83.3% |
| Participant deferral / active EE | $4,904 | $5,507-10.9% | $4,895+0.2% | $5,352-8.4% |
| Admin fee / account holder | $1,155 | $13,580-91.5% | $11,612-90.1% | $9,541-87.9% |