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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 | $46,192 | $99,644-53.6% | $86,438-46.6% | $134,532-65.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.54% | 6787.26%-6802.8pp | 4397.19%-4412.7pp | 418.27%-433.8pp |
| Employer contribution / active EE | $3,464 | $4,402-21.3% | $3,769-8.1% | $4,741-26.9% |
| Participant deferral / active EE | $5,026 | $7,247-30.7% | $6,952-27.7% | $6,401-21.5% |
| Admin fee / account holder | $741 | $8,375-91.1% | $6,733-89.0% | $11,429-93.5% |