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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 | $71,547 | $135,645-47.3% | $110,243-35.1% | $135,379-47.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -8.40% | 513.24%-521.6pp | 314.76%-323.2pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,483 | $4,907-49.4% | $3,827-35.1% | $4,779-48.0% |
| Participant deferral / active EE | $4,413 | $5,507-19.9% | $4,672-5.6% | $5,609-21.3% |
| Admin fee / account holder | $2,201 | $11,458-80.8% | $8,548-74.2% | $10,828-79.7% |