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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 | $83,366 | $138,078-39.6% | $125,363-33.5% | $134,509-38.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.80% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-436.9pp |
| Employer contribution / active EE | $10,198 | $5,245+94.4% | $4,815+111.8% | $4,741+115.1% |
| Participant deferral / active EE | $11,233 | $7,800+44.0% | $7,447+50.8% | $6,400+75.5% |
| Admin fee / account holder | $1,292 | $11,566-88.8% | $10,005-87.1% | $11,427-88.7% |