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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 | $55,299 | $180,459-69.4% | $154,108-64.1% | $135,380-59.2% |
| Participation rate | 77.3% | 87.4%-10.2pp | 83.0%-5.8pp | 82.6%-5.4pp |
| Annual return | -6.27% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $3,023 | $6,035-49.9% | $5,298-42.9% | $4,779-36.8% |
| Participant deferral / active EE | $3,099 | $5,806-46.6% | $5,081-39.0% | $5,609-44.8% |
| Admin fee / account holder | $330 | $16,145-98.0% | $13,411-97.5% | $10,828-97.0% |