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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 | $39,471 | $138,114-71.4% | $125,391-68.5% | $134,545-70.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -12.14% | 750.88%-763.0pp | 572.41%-584.6pp | 418.37%-430.5pp |
| Employer contribution / active EE | $1,277 | $5,246-75.7% | $4,816-73.5% | $4,742-73.1% |
| Participant deferral / active EE | $3,345 | $7,801-57.1% | $7,448-55.1% | $6,401-47.7% |
| Admin fee / account holder | $49,012 | $11,570+323.6% | $10,009+389.7% | $11,431+328.8% |