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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 | $76,010 | $106,551-28.7% | $91,225-16.7% | $134,532-43.5% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -18.14% | 160.78%-178.9pp | 114.12%-132.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $5,136 | $3,331+54.2% | $2,851+80.2% | $4,741+8.3% |
| Participant deferral / active EE | $6,082 | $4,718+28.9% | $4,233+43.7% | $6,401-5.0% |
| Admin fee / account holder | $560 | $6,234-91.0% | $5,422-89.7% | $11,429-95.1% |