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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 | $101,598 | $138,114-26.4% | $125,391-19.0% | $134,545-24.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -5.44% | 750.88%-756.3pp | 572.41%-577.9pp | 418.37%-423.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,532 | $7,801-29.1% | $7,448-25.7% | $6,401-13.6% |
| Admin fee / account holder | $59,517 | $11,570+414.4% | $10,009+494.7% | $11,431+420.7% |