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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 | $54,390 | $138,078-60.6% | $125,363-56.6% | $134,509-59.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -15.36% | 750.49%-765.9pp | 572.15%-587.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $1,894 | $5,245-63.9% | $4,815-60.7% | $4,741-60.0% |
| Participant deferral / active EE | $3,111 | $7,800-60.1% | $7,447-58.2% | $6,400-51.4% |
| Admin fee / account holder | $447 | $11,566-96.1% | $10,005-95.5% | $11,427-96.1% |