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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 | $114,878 | $90,607+26.8% | $79,467+44.6% | $135,380-15.1% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -7.82% | 977.74%-985.6pp | 718.30%-726.1pp | 519.81%-527.6pp |
| Employer contribution / active EE | $3,338 | $3,068+8.8% | $2,800+19.2% | $4,779-30.1% |
| Participant deferral / active EE | $7,698 | $4,050+90.1% | $3,704+107.8% | $5,609+37.2% |
| Admin fee / account holder | $923 | $5,895-84.3% | $5,104-81.9% | $10,828-91.5% |