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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 | $37,818 | $190,862-80.2% | $159,991-76.4% | $134,509-71.9% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.0%+6.6pp | 81.2%+3.4pp |
| Annual return | -14.95% | 552.59%-567.5pp | 408.82%-423.8pp | 418.13%-433.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,287 | $6,924-67.0% | $6,183-63.0% | $6,400-64.3% |
| Admin fee / account holder | $8,538 | $10,495-18.6% | $8,715-2.0% | $11,427-25.3% |