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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 | $192,267 | $90,607+112.2% | $79,467+141.9% | $135,380+42.0% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -6.07% | 977.74%-983.8pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $996 | $3,068-67.5% | $2,800-64.4% | $4,779-79.2% |
| Participant deferral / active EE | $3,497 | $4,050-13.7% | $3,704-5.6% | $5,609-37.7% |
| Admin fee / account holder | $5,998 | $5,895+1.8% | $5,104+17.5% | $10,828-44.6% |