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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 | $97,366 | $138,102-29.5% | $125,381-22.3% | $134,532-27.6% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -10.43% | 750.73%-761.2pp | 572.31%-582.7pp | 418.27%-428.7pp |
| Employer contribution / active EE | $2,180 | $5,245-58.4% | $4,815-54.7% | $4,741-54.0% |
| Participant deferral / active EE | $3,478 | $7,801-55.4% | $7,448-53.3% | $6,401-45.7% |
| Admin fee / account holder | $15,178 | $11,568+31.2% | $10,007+51.7% | $11,429+32.8% |