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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 | $42,073 | $134,001-68.6% | $112,258-62.5% | $134,509-68.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -9.55% | 47.15%-56.7pp | 27.47%-37.0pp | 418.13%-427.7pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,536 | $5,291+23.5% | $4,728+38.2% | $6,400+2.1% |
| Admin fee / account holder | $2,950 | $7,491-60.6% | $6,411-54.0% | $11,427-74.2% |