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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 | $135,977 | $138,102-1.5% | $125,381+8.5% | $134,532+1.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -9.44% | 750.73%-760.2pp | 572.31%-581.7pp | 418.27%-427.7pp |
| Employer contribution / active EE | $7,669 | $5,245+46.2% | $4,815+59.3% | $4,741+61.8% |
| Participant deferral / active EE | $7,962 | $7,801+2.1% | $7,448+6.9% | $6,401+24.4% |
| Admin fee / account holder | $6,250 | $11,568-46.0% | $10,007-37.5% | $11,429-45.3% |