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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 | $88,394 | $97,729-9.6% | $83,830+5.4% | $135,379-34.7% |
| Participation rate | 82.6% | 80.0%+2.7pp | 76.1%+6.5pp | 82.6%0pp |
| Annual return | -6.20% | 1287.52%-1293.7pp | 850.97%-857.2pp | 519.79%-526.0pp |
| Employer contribution / active EE | $1,917 | $4,222-54.6% | $3,631-47.2% | $4,779-59.9% |
| Participant deferral / active EE | $4,347 | $4,683-7.2% | $4,082+6.5% | $5,609-22.5% |
| Admin fee / account holder | $16,197 | $6,674+142.7% | $5,479+195.6% | $10,828+49.6% |