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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 | $41,985 | $97,732-57.0% | $83,831-49.9% | $135,380-69.0% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -4.30% | 1287.56%-1291.9pp | 850.99%-855.3pp | 519.81%-524.1pp |
| Employer contribution / active EE | $3,235 | $4,222-23.4% | $3,631-10.9% | $4,779-32.3% |
| Participant deferral / active EE | $8,973 | $4,683+91.6% | $4,082+119.8% | $5,609+60.0% |
| Admin fee / account holder | $44,202 | $6,675+562.2% | $5,479+706.8% | $10,828+308.2% |