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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 | $157,598 | $138,114+14.1% | $125,391+25.7% | $134,545+17.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -14.19% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,742 | $5,246-66.8% | $4,816-63.8% | $4,742-63.3% |
| Participant deferral / active EE | $6,961 | $7,801-10.8% | $7,448-6.5% | $6,401+8.7% |
| Admin fee / account holder | $2,999 | $11,570-74.1% | $10,009-70.0% | $11,431-73.8% |