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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 | $177,182 | $138,102+28.3% | $125,381+41.3% | $134,532+31.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.79% | 750.73%-761.5pp | 572.31%-583.1pp | 418.27%-429.1pp |
| Employer contribution / active EE | $13,904 | $5,245+165.1% | $4,815+188.7% | $4,741+193.3% |
| Participant deferral / active EE | $7,458 | $7,801-4.4% | $7,448+0.1% | $6,401+16.5% |
| Admin fee / account holder | $96,285 | $11,568+732.3% | $10,007+862.2% | $11,429+742.5% |