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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 | $145,942 | $138,102+5.7% | $125,381+16.4% | $134,532+8.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.26% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $5,960 | $5,245+13.6% | $4,815+23.8% | $4,741+25.7% |
| Participant deferral / active EE | $6,893 | $7,801-11.6% | $7,448-7.4% | $6,401+7.7% |
| Admin fee / account holder | $1,908 | $11,568-83.5% | $10,007-80.9% | $11,429-83.3% |