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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 | $30,169 | $138,102-78.2% | $125,381-75.9% | $134,532-77.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -2.58% | 750.73%-753.3pp | 572.31%-574.9pp | 418.27%-420.8pp |
| Employer contribution / active EE | $12,789 | $5,245+143.8% | $4,815+165.6% | $4,741+169.7% |
| Participant deferral / active EE | $14,930 | $7,801+91.4% | $7,448+100.5% | $6,401+133.3% |
| Admin fee / account holder | $1,071 | $11,568-90.7% | $10,007-89.3% | $11,429-90.6% |