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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 | $107,797 | $180,462-40.3% | $154,111-30.1% | $135,379-20.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.67% | 888.17%-894.8pp | 735.18%-741.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $6,840 | $6,036+13.3% | $5,298+29.1% | $4,779+43.1% |
| Participant deferral / active EE | $3,622 | $5,806-37.6% | $5,081-28.7% | $5,609-35.4% |
| Admin fee / account holder | $2,847 | $16,145-82.4% | $13,411-78.8% | $10,828-73.7% |