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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 | $50,692 | $135,645-62.6% | $110,243-54.0% | $135,380-62.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.65% | 513.24%-514.9pp | 314.76%-316.4pp | 519.81%-521.5pp |
| Employer contribution / active EE | $2,091 | $4,907-57.4% | $3,827-45.4% | $4,779-56.2% |
| Participant deferral / active EE | $3,522 | $5,507-36.0% | $4,672-24.6% | $5,609-37.2% |
| Admin fee / account holder | $62,120 | $11,458+442.2% | $8,548+626.7% | $10,828+473.7% |