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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 | $143,974 | $97,732+47.3% | $83,831+71.7% | $135,380+6.3% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -5.65% | 1287.56%-1293.2pp | 850.99%-856.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $10,064 | $4,222+138.4% | $3,631+177.2% | $4,779+110.6% |
| Participant deferral / active EE | $7,054 | $4,683+50.6% | $4,082+72.8% | $5,609+25.8% |
| Admin fee / account holder | $623 | $6,675-90.7% | $5,479-88.6% | $10,828-94.2% |