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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 | $93,388 | $97,729-4.4% | $83,830+11.4% | $135,379-31.0% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -2.28% | 1287.52%-1289.8pp | 850.97%-853.3pp | 519.79%-522.1pp |
| Employer contribution / active EE | $2,848 | $4,222-32.5% | $3,631-21.6% | $4,779-40.4% |
| Participant deferral / active EE | $7,412 | $4,683+58.3% | $4,082+81.6% | $5,609+32.1% |
| Admin fee / account holder | $1,178 | $6,674-82.4% | $5,479-78.5% | $10,828-89.1% |