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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 | $213,544 | $138,114+54.6% | $125,391+70.3% | $134,545+58.7% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -8.69% | 750.88%-759.6pp | 572.41%-581.1pp | 418.37%-427.1pp |
| Employer contribution / active EE | $11,855 | $5,246+126.0% | $4,816+146.2% | $4,742+150.0% |
| Participant deferral / active EE | $6,859 | $7,801-12.1% | $7,448-7.9% | $6,401+7.1% |
| Admin fee / account holder | $5,727 | $11,570-50.5% | $10,009-42.8% | $11,431-49.9% |