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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 | $108,943 | $180,459-39.6% | $154,108-29.3% | $135,380-19.5% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -5.10% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,865 | $6,035-52.5% | $5,298-45.9% | $4,779-40.1% |
| Participant deferral / active EE | $6,486 | $5,806+11.7% | $5,081+27.7% | $5,609+15.6% |
| Admin fee / account holder | $50,226 | $16,145+211.1% | $13,411+274.5% | $10,828+363.8% |