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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 | $235,565 | $138,102+70.6% | $125,381+87.9% | $134,532+75.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.47% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,696 | $5,245-67.7% | $4,815-64.8% | $4,741-64.2% |
| Participant deferral / active EE | $14,937 | $7,801+91.5% | $7,448+100.6% | $6,401+133.4% |
| Admin fee / account holder | $2,664 | $11,568-77.0% | $10,007-73.4% | $11,429-76.7% |