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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 | $241,217 | $82,674+191.8% | $125,381+92.4% | $68,486+252.2% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $5,042 | $3,382+49.1% | $4,815+4.7% | $2,597+94.2% |
| Participant deferral / active EE | $7,558 | $6,111+23.7% | $7,448+1.5% | $4,028+87.7% |
| Admin fee / account holder | $5,216 | $6,277-16.9% | $10,007-47.9% | $5,404-3.5% |