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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 | $113,072 | $138,076-18.1% | $123,553-8.5% | $135,380-16.5% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -5.38% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $4,498 | $5,152-12.7% | $4,628-2.8% | $4,779-5.9% |
| Participant deferral / active EE | $9,450 | $6,800+39.0% | $6,426+47.1% | $5,609+68.5% |
| Admin fee / account holder | $25,345 | $10,917+132.2% | $9,284+173.0% | $10,828+134.1% |