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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 | $120,479 | $180,459-33.2% | $154,108-21.8% | $135,380-11.0% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -8.33% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $3,125 | $6,035-48.2% | $5,298-41.0% | $4,779-34.6% |
| Participant deferral / active EE | $3,480 | $5,806-40.1% | $5,081-31.5% | $5,609-38.0% |
| Admin fee / account holder | $511 | $16,145-96.8% | $13,411-96.2% | $10,828-95.3% |