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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 | $140,640 | $138,114+1.8% | $125,391+12.2% | $134,545+4.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.50% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,613 | $5,246-31.1% | $4,816-25.0% | $4,742-23.8% |
| Participant deferral / active EE | $3,520 | $7,801-54.9% | $7,448-52.7% | $6,401-45.0% |
| Admin fee / account holder | $1,029 | $11,570-91.1% | $10,009-89.7% | $11,431-91.0% |