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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 | $138,948 | $138,102+0.6% | $125,381+10.8% | $134,532+3.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.64% | 750.73%-768.4pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $5,042 | $5,245-3.9% | $4,815+4.7% | $4,741+6.4% |
| Participant deferral / active EE | $10,823 | $7,801+38.7% | $7,448+45.3% | $6,401+69.1% |
| Admin fee / account holder | $1,127 | $11,568-90.3% | $10,007-88.7% | $11,429-90.1% |