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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 | $231,634 | $138,114+67.7% | $125,391+84.7% | $134,545+72.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -12.35% | 750.88%-763.2pp | 572.41%-584.8pp | 418.37%-430.7pp |
| Employer contribution / active EE | $7,862 | $5,246+49.9% | $4,816+63.3% | $4,742+65.8% |
| Participant deferral / active EE | $7,076 | $7,801-9.3% | $7,448-5.0% | $6,401+10.5% |
| Admin fee / account holder | $4,039 | $11,570-65.1% | $10,009-59.6% | $11,431-64.7% |