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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 | $53,368 | $56,197-5.0% | $67,652-21.1% | $59,633-10.5% |
| Participation rate | 98.6% | 71.5%+27.1pp | 75.7%+22.9pp | 68.7%+29.9pp |
| Annual return | -2.15% | 18508.10%-18510.3pp | 6625.40%-6627.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $6,335 | $1,615+292.3% | $2,266+179.6% | $2,203+187.6% |
| Participant deferral / active EE | $2,209 | $2,844-22.3% | $3,560-38.0% | $3,192-30.8% |
| Admin fee / account holder | $3,160 | $3,958-20.1% | $4,821-34.4% | $4,297-26.4% |