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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 | $124,948 | $138,114-9.5% | $125,391-0.4% | $134,545-7.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -15.74% | 750.88%-766.6pp | 572.41%-588.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,975 | $5,246-62.4% | $4,816-59.0% | $4,742-58.3% |
| Participant deferral / active EE | $7,461 | $7,801-4.4% | $7,448+0.2% | $6,401+16.5% |
| Admin fee / account holder | $900 | $11,570-92.2% | $10,009-91.0% | $11,431-92.1% |