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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 | $126,343 | $138,102-8.5% | $125,381+0.8% | $134,532-6.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -19.32% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $7,753 | $5,245+47.8% | $4,815+61.0% | $4,741+63.5% |
| Participant deferral / active EE | $6,585 | $7,801-15.6% | $7,448-11.6% | $6,401+2.9% |
| Admin fee / account holder | $408 | $11,568-96.5% | $10,007-95.9% | $11,429-96.4% |