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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 | $48,715 | $180,466-73.0% | $154,114-68.4% | $135,382-64.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.85% | 888.15%-896.0pp | 735.16%-743.0pp | 519.77%-527.6pp |
| Employer contribution / active EE | $2,022 | $6,035-66.5% | $5,298-61.8% | $4,779-57.7% |
| Participant deferral / active EE | $7,945 | $5,806+36.8% | $5,081+56.4% | $5,609+41.6% |
| Admin fee / account holder | $866 | $16,144-94.6% | $13,411-93.5% | $10,829-92.0% |