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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 | $133,279 | $180,459-26.1% | $154,108-13.5% | $135,380-1.6% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -5.47% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $4,488 | $6,035-25.6% | $5,298-15.3% | $4,779-6.1% |
| Participant deferral / active EE | $4,009 | $5,806-31.0% | $5,081-21.1% | $5,609-28.5% |
| Admin fee / account holder | $2,966 | $16,145-81.6% | $13,411-77.9% | $10,828-72.6% |