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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 | $37,504 | $138,102-72.8% | $125,381-70.1% | $134,532-72.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.22% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $4,867 | $5,245-7.2% | $4,815+1.1% | $4,741+2.7% |
| Participant deferral / active EE | $9,002 | $7,801+15.4% | $7,448+20.9% | $6,401+40.6% |
| Admin fee / account holder | $8,840 | $11,568-23.6% | $10,007-11.7% | $11,429-22.6% |