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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 | $61,623 | $138,075-55.4% | $123,552-50.1% | $135,379-54.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.60% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $2,984 | $5,152-42.1% | $4,628-35.5% | $4,779-37.6% |
| Participant deferral / active EE | $6,367 | $6,800-6.4% | $6,426-0.9% | $5,609+13.5% |
| Admin fee / account holder | $10,588 | $10,917-3.0% | $9,285+14.0% | $10,828-2.2% |