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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 | $233,077 | $180,459+29.2% | $154,108+51.2% | $135,380+72.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.28% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $10,960 | $6,035+81.6% | $5,298+106.9% | $4,779+129.3% |
| Participant deferral / active EE | $7,499 | $5,806+29.1% | $5,081+47.6% | $5,609+33.7% |
| Admin fee / account holder | $1,045 | $16,145-93.5% | $13,411-92.2% | $10,828-90.3% |