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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 | $147,192 | $97,729+50.6% | $83,830+75.6% | $135,379+8.7% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -7.53% | 1287.52%-1295.1pp | 850.97%-858.5pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,320 | $4,683-7.7% | $4,082+5.8% | $5,609-23.0% |
| Admin fee / account holder | $1,601 | $6,674-76.0% | $5,479-70.8% | $10,828-85.2% |