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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 | $121,272 | $138,102-12.2% | $125,381-3.3% | $134,532-9.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.61% | 750.73%-765.3pp | 572.31%-586.9pp | 418.27%-432.9pp |
| Employer contribution / active EE | $12,120 | $5,245+131.1% | $4,815+151.7% | $4,741+155.6% |
| Participant deferral / active EE | $6,639 | $7,801-14.9% | $7,448-10.9% | $6,401+3.7% |
| Admin fee / account holder | $2,377 | $11,568-79.5% | $10,007-76.2% | $11,429-79.2% |