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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 | $95,017 | $138,078-31.2% | $125,363-24.2% | $134,509-29.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.38% | 750.49%-769.9pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $8,908 | $5,245+69.9% | $4,815+85.0% | $4,741+87.9% |
| Participant deferral / active EE | $9,821 | $7,800+25.9% | $7,447+31.9% | $6,400+53.4% |
| Admin fee / account holder | $2,839 | $11,566-75.5% | $10,005-71.6% | $11,427-75.2% |