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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 | $62,057 | $138,114-55.1% | $125,391-50.5% | $134,545-53.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -11.08% | 750.88%-762.0pp | 572.41%-583.5pp | 418.37%-429.5pp |
| Employer contribution / active EE | $7,301 | $5,246+39.2% | $4,816+51.6% | $4,742+54.0% |
| Participant deferral / active EE | $6,303 | $7,801-19.2% | $7,448-15.4% | $6,401-1.5% |
| Admin fee / account holder | $276,720 | $11,570+2291.7% | $10,009+2664.8% | $11,431+2320.9% |