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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 | $96,498 | $90,607+6.5% | $79,467+21.4% | $135,380-28.7% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -4.10% | 977.74%-981.8pp | 718.30%-722.4pp | 519.81%-523.9pp |
| Employer contribution / active EE | $2,628 | $3,068-14.3% | $2,800-6.2% | $4,779-45.0% |
| Participant deferral / active EE | $6,516 | $4,050+60.9% | $3,704+75.9% | $5,609+16.2% |
| Admin fee / account holder | $74,490 | $5,895+1163.6% | $5,104+1359.4% | $10,828+587.9% |