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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 | $58,071 | $180,459-67.8% | $154,108-62.3% | $135,380-57.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -2.29% | 888.21%-890.5pp | 735.21%-737.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $6,403 | $6,035+6.1% | $5,298+20.9% | $4,779+34.0% |
| Participant deferral / active EE | $27,956 | $5,806+381.5% | $5,081+450.2% | $5,609+398.4% |
| Admin fee / account holder | $331 | $16,145-98.0% | $13,411-97.5% | $10,828-96.9% |