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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 | $47,318 | $90,607-47.8% | $79,467-40.5% | $135,380-65.0% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -0.99% | 977.74%-978.7pp | 718.30%-719.3pp | 519.81%-520.8pp |
| Employer contribution / active EE | $3,148 | $3,068+2.6% | $2,800+12.4% | $4,779-34.1% |
| Participant deferral / active EE | $4,874 | $4,050+20.3% | $3,704+31.6% | $5,609-13.1% |
| Admin fee / account holder | $14,714 | $5,895+149.6% | $5,104+188.3% | $10,828+35.9% |