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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 | $90,711 | $138,102-34.3% | $125,381-27.7% | $134,532-32.6% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.45% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $8,200 | $5,245+56.3% | $4,815+70.3% | $4,741+73.0% |
| Participant deferral / active EE | $20,038 | $7,801+156.9% | $7,448+169.0% | $6,401+213.0% |
| Admin fee / account holder | $20,281 | $11,568+75.3% | $10,007+102.7% | $11,429+77.5% |