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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 | $80,625 | $138,078-41.6% | $125,363-35.7% | $134,509-40.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.52% | 750.49%-766.0pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $5,487 | $5,245+4.6% | $4,815+14.0% | $4,741+15.8% |
| Participant deferral / active EE | $13,752 | $7,800+76.3% | $7,447+84.7% | $6,400+114.9% |
| Admin fee / account holder | $2,007 | $11,566-82.7% | $10,005-79.9% | $11,427-82.4% |