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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 | $183,828 | $138,102+33.1% | $125,381+46.6% | $134,532+36.6% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -14.70% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $7,917 | $5,245+50.9% | $4,815+64.4% | $4,741+67.0% |
| Participant deferral / active EE | $10,759 | $7,801+37.9% | $7,448+44.5% | $6,401+68.1% |
| Admin fee / account holder | $11,713 | $11,568+1.3% | $10,007+17.0% | $11,429+2.5% |