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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 | $44,569 | $90,606-50.8% | $79,466-43.9% | $135,379-67.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -3.21% | 977.69%-980.9pp | 718.28%-721.5pp | 519.79%-523.0pp |
| Employer contribution / active EE | $2,185 | $3,068-28.8% | $2,800-22.0% | $4,779-54.3% |
| Participant deferral / active EE | $2,349 | $4,050-42.0% | $3,704-36.6% | $5,609-58.1% |
| Admin fee / account holder | $48,621 | $5,895+724.8% | $5,104+852.6% | $10,828+349.0% |