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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 | $77,325 | $97,729-20.9% | $83,830-7.8% | $135,379-42.9% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -3.12% | 1287.52%-1290.6pp | 850.97%-854.1pp | 519.79%-522.9pp |
| Employer contribution / active EE | $1,512 | $4,222-64.2% | $3,631-58.3% | $4,779-68.4% |
| Participant deferral / active EE | $1,702 | $4,683-63.7% | $4,082-58.3% | $5,609-69.7% |
| Admin fee / account holder | $18,153 | $6,674+172.0% | $5,479+231.3% | $10,828+67.7% |