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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 | $48,115 | $138,072-65.2% | $123,549-61.1% | $135,382-64.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -3.94% | 153.69%-157.6pp | 119.20%-123.1pp | 519.77%-523.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,235 | $6,799-67.1% | $6,426-65.2% | $5,609-60.2% |
| Admin fee / account holder | $2,133 | $10,917-80.5% | $9,284-77.0% | $10,829-80.3% |