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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 | $84,493 | $180,459-53.2% | $154,108-45.2% | $135,380-37.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.86% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $3,420 | $6,035-43.3% | $5,298-35.4% | $4,779-28.4% |
| Participant deferral / active EE | $3,420 | $5,806-41.1% | $5,081-32.7% | $5,609-39.0% |
| Admin fee / account holder | $2,014 | $16,145-87.5% | $13,411-85.0% | $10,828-81.4% |