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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 | $37,584 | $180,462-79.2% | $154,111-75.6% | $135,379-72.2% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.38% | 888.17%-893.6pp | 735.18%-740.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,940 | $6,036-67.9% | $5,298-63.4% | $4,779-59.4% |
| Participant deferral / active EE | $4,499 | $5,806-22.5% | $5,081-11.4% | $5,609-19.8% |
| Admin fee / account holder | $1,123 | $16,145-93.0% | $13,411-91.6% | $10,828-89.6% |