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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 | $90,436 | $138,076-34.5% | $123,553-26.8% | $135,380-33.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.97% | 153.70%-162.7pp | 119.21%-128.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $9,210 | $5,152+78.8% | $4,628+99.0% | $4,779+92.7% |
| Participant deferral / active EE | $9,802 | $6,800+44.2% | $6,426+52.5% | $5,609+74.7% |
| Admin fee / account holder | $542 | $10,917-95.0% | $9,284-94.2% | $10,828-95.0% |