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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 | $55,509 | $180,459-69.2% | $154,108-64.0% | $135,380-59.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.49% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $6,205 | $6,035+2.8% | $5,298+17.1% | $4,779+29.8% |
| Participant deferral / active EE | $3,340 | $5,806-42.5% | $5,081-34.3% | $5,609-40.4% |
| Admin fee / account holder | $5,702 | $16,145-64.7% | $13,411-57.5% | $10,828-47.3% |