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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 | $74,244 | $180,459-58.9% | $154,108-51.8% | $135,380-45.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.03% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,040 | $6,035-66.2% | $5,298-61.5% | $4,779-57.3% |
| Participant deferral / active EE | $5,790 | $5,806-0.3% | $5,081+14.0% | $5,609+3.2% |
| Admin fee / account holder | $394 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |