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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 | $62,779 | $180,466-65.2% | $154,114-59.3% | $135,382-53.6% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -3.60% | 888.15%-891.8pp | 735.16%-738.8pp | 519.77%-523.4pp |
| Employer contribution / active EE | $1,953 | $6,035-67.6% | $5,298-63.1% | $4,779-59.1% |
| Participant deferral / active EE | $4,410 | $5,806-24.0% | $5,081-13.2% | $5,609-21.4% |
| Admin fee / account holder | $1,467 | $16,144-90.9% | $13,411-89.1% | $10,829-86.4% |