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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 | $107,818 | $138,114-21.9% | $125,391-14.0% | $134,545-19.9% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -20.38% | 750.88%-771.3pp | 572.41%-592.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $4,941 | $5,246-5.8% | $4,816+2.6% | $4,742+4.2% |
| Participant deferral / active EE | $11,646 | $7,801+49.3% | $7,448+56.4% | $6,401+81.9% |
| Admin fee / account holder | $1,752 | $11,570-84.9% | $10,009-82.5% | $11,431-84.7% |