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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 | $80,904 | $106,551-24.1% | $91,225-11.3% | $134,532-39.9% |
| Participation rate | 84.6% | 76.8%+7.8pp | 73.2%+11.4pp | 81.2%+3.4pp |
| Annual return | -17.24% | 160.78%-178.0pp | 114.12%-131.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,018 | $3,331-39.4% | $2,851-29.2% | $4,741-57.4% |
| Participant deferral / active EE | $6,136 | $4,718+30.0% | $4,233+44.9% | $6,401-4.1% |
| Admin fee / account holder | $349 | $6,234-94.4% | $5,422-93.6% | $11,429-96.9% |