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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 | $46,970 | $56,199-16.4% | $67,652-30.6% | $59,632-21.2% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | -2.23% | 18505.31%-18507.5pp | 6625.04%-6627.3pp | 2041.32%-2043.5pp |
| Employer contribution / active EE | $3,856 | $1,614+138.8% | $2,266+70.2% | $2,203+75.1% |
| Participant deferral / active EE | $3,475 | $2,844+22.2% | $3,560-2.4% | $3,192+8.9% |
| Admin fee / account holder | $7,932 | $3,958+100.4% | $4,821+64.5% | $4,297+84.6% |