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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 | $80,339 | $138,076-41.8% | $123,553-35.0% | $135,380-40.7% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -5.03% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,876 | $5,152-44.2% | $4,628-37.9% | $4,779-39.8% |
| Participant deferral / active EE | $5,453 | $6,800-19.8% | $6,426-15.1% | $5,609-2.8% |
| Admin fee / account holder | $3,589 | $10,917-67.1% | $9,284-61.3% | $10,828-66.9% |