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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 | $33,544 | $180,459-81.4% | $154,108-78.2% | $135,380-75.2% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -7.22% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,889 | $6,035-68.7% | $5,298-64.3% | $4,779-60.5% |
| Participant deferral / active EE | $4,020 | $5,806-30.8% | $5,081-20.9% | $5,609-28.3% |
| Admin fee / account holder | $4,236 | $16,145-73.8% | $13,411-68.4% | $10,828-60.9% |