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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 | $25,137 | $190,862-86.8% | $159,991-84.3% | $134,509-81.3% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -14.24% | 552.59%-566.8pp | 408.82%-423.1pp | 418.13%-432.4pp |
| Employer contribution / active EE | $709 | $4,995-85.8% | $4,225-83.2% | $4,741-85.0% |
| Participant deferral / active EE | $2,102 | $6,924-69.6% | $6,183-66.0% | $6,400-67.2% |
| Admin fee / account holder | $927 | $10,495-91.2% | $8,715-89.4% | $11,427-91.9% |