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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 | $144,237 | $138,102+4.4% | $125,381+15.0% | $134,532+7.2% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -16.20% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $9,186 | $5,245+75.1% | $4,815+90.8% | $4,741+93.7% |
| Participant deferral / active EE | $10,152 | $7,801+30.1% | $7,448+36.3% | $6,401+58.6% |
| Admin fee / account holder | $969 | $11,568-91.6% | $10,007-90.3% | $11,429-91.5% |