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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 | $44,192 | $168,635-73.8% | $147,617-70.1% | $125,389-64.8% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -3.14% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,425 | $6,252-77.2% | $5,564-74.4% | $4,866-70.7% |
| Participant deferral / active EE | $5,036 | $5,507-8.6% | $4,895+2.9% | $5,352-5.9% |
| Admin fee / account holder | $1,038 | $13,580-92.4% | $11,612-91.1% | $9,541-89.1% |