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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 | $109,574 | $138,076-20.6% | $123,553-11.3% | $135,380-19.1% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.86% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $4,436 | $5,152-13.9% | $4,628-4.2% | $4,779-7.2% |
| Participant deferral / active EE | $7,523 | $6,800+10.6% | $6,426+17.1% | $5,609+34.1% |
| Admin fee / account holder | $780 | $10,917-92.9% | $9,284-91.6% | $10,828-92.8% |