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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 | $84,833 | $180,459-53.0% | $154,108-45.0% | $135,380-37.3% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -6.93% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $4,969 | $6,035-17.7% | $5,298-6.2% | $4,779+4.0% |
| Participant deferral / active EE | $3,501 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $773 | $16,145-95.2% | $13,411-94.2% | $10,828-92.9% |