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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 | $40,057 | $56,199-28.7% | $67,652-40.8% | $59,632-32.8% |
| Participation rate | 86.2% | 71.5%+14.7pp | 75.7%+10.5pp | 68.7%+17.5pp |
| Annual return | -0.15% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.32%-2041.5pp |
| Employer contribution / active EE | $686 | $1,614-57.5% | $2,266-69.7% | $2,203-68.9% |
| Participant deferral / active EE | $2,519 | $2,844-11.4% | $3,560-29.2% | $3,192-21.1% |
| Admin fee / account holder | $5,327 | $3,958+34.6% | $4,821+10.5% | $4,297+24.0% |