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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 | $225,037 | $138,078+63.0% | $125,363+79.5% | $134,509+67.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.09% | 750.49%-765.6pp | 572.15%-587.2pp | 418.13%-433.2pp |
| Employer contribution / active EE | $7,551 | $5,245+44.0% | $4,815+56.8% | $4,741+59.3% |
| Participant deferral / active EE | $11,384 | $7,800+46.0% | $7,447+52.9% | $6,400+77.9% |
| Admin fee / account holder | $55,620 | $11,566+380.9% | $10,005+455.9% | $11,427+386.8% |