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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 | $75,940 | $180,462-57.9% | $154,111-50.7% | $135,379-43.9% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -5.21% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $2,785 | $6,036-53.8% | $5,298-47.4% | $4,779-41.7% |
| Participant deferral / active EE | $6,258 | $5,806+7.8% | $5,081+23.2% | $5,609+11.6% |
| Admin fee / account holder | $25,928 | $16,145+60.6% | $13,411+93.3% | $10,828+139.5% |