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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 | $143,131 | $138,078+3.7% | $125,363+14.2% | $134,509+6.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.01% | 750.49%-769.5pp | 572.15%-591.2pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,526 | $7,800+35.0% | $7,447+41.3% | $6,400+64.5% |
| Admin fee / account holder | $1,900 | $11,566-83.6% | $10,005-81.0% | $11,427-83.4% |