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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 | $40,770 | $97,759-58.3% | $83,849-51.4% | $135,377-69.9% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -7.72% | 1287.41%-1295.1pp | 850.91%-858.6pp | 519.75%-527.5pp |
| Employer contribution / active EE | $3,196 | $4,222-24.3% | $3,631-12.0% | $4,779-33.1% |
| Participant deferral / active EE | $6,777 | $4,682+44.7% | $4,082+66.0% | $5,609+20.8% |
| Admin fee / account holder | $1,312 | $6,674-80.3% | $5,478-76.1% | $10,828-87.9% |