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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 | $227,840 | $90,607+151.5% | $79,467+186.7% | $135,380+68.3% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -2.53% | 977.74%-980.3pp | 718.30%-720.8pp | 519.81%-522.3pp |
| Employer contribution / active EE | $13,809 | $3,068+350.1% | $2,800+393.1% | $4,779+189.0% |
| Participant deferral / active EE | $7,809 | $4,050+92.8% | $3,704+110.8% | $5,609+39.2% |
| Admin fee / account holder | $5,126 | $5,895-13.1% | $5,104+0.4% | $10,828-52.7% |