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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 | $86,008 | $138,114-37.7% | $125,391-31.4% | $134,545-36.1% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -18.04% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,968 | $5,246-62.5% | $4,816-59.1% | $4,742-58.5% |
| Participant deferral / active EE | $4,882 | $7,801-37.4% | $7,448-34.5% | $6,401-23.7% |
| Admin fee / account holder | $1,969 | $11,570-83.0% | $10,009-80.3% | $11,431-82.8% |