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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 | $33,447 | $97,761-65.8% | $83,850-60.1% | $135,382-75.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -1.29% | 1287.44%-1288.7pp | 850.92%-852.2pp | 519.77%-521.1pp |
| Employer contribution / active EE | $980 | $4,222-76.8% | $3,631-73.0% | $4,779-79.5% |
| Participant deferral / active EE | $2,593 | $4,682-44.6% | $4,082-36.5% | $5,609-53.8% |
| Admin fee / account holder | $4,417 | $6,674-33.8% | $5,478-19.4% | $10,829-59.2% |