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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 | $43,343 | $44,850-3.4% | $60,547-28.4% | $59,633-27.3% |
| Participation rate | 86.2% | 59.5%+26.7pp | 68.0%+18.2pp | 68.7%+17.5pp |
| Annual return | -2.24% | 1074.14%-1076.4pp | 335.64%-337.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $2,526 | $1,462+72.8% | $2,419+4.4% | $2,203+14.7% |
| Participant deferral / active EE | $5,029 | $2,230+125.5% | $3,328+51.1% | $3,192+57.6% |
| Admin fee / account holder | $5,527 | $3,635+52.0% | $4,536+21.8% | $4,297+28.6% |