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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 | $23,598 | $138,078-82.9% | $125,363-81.2% | $134,509-82.5% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -17.03% | 750.49%-767.5pp | 572.15%-589.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $7,382 | $5,245+40.7% | $4,815+53.3% | $4,741+55.7% |
| Participant deferral / active EE | $11,729 | $7,800+50.4% | $7,447+57.5% | $6,400+83.3% |
| Admin fee / account holder | $9,821 | $11,566-15.1% | $10,005-1.8% | $11,427-14.1% |