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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 | $74,526 | $138,075-46.0% | $123,552-39.7% | $135,379-45.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -9.18% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $8,256 | $5,152+60.3% | $4,628+78.4% | $4,779+72.8% |
| Participant deferral / active EE | $8,218 | $6,800+20.9% | $6,426+27.9% | $5,609+46.5% |
| Admin fee / account holder | $2,085 | $10,917-80.9% | $9,285-77.5% | $10,828-80.7% |