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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 | $221,019 | $160,059+38.1% | $140,019+57.8% | $135,380+63.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -5.38% | 911.48%-916.9pp | 651.17%-656.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,349 | $6,420-63.4% | $5,605-58.1% | $4,779-50.8% |
| Participant deferral / active EE | $9,643 | $7,641+26.2% | $6,927+39.2% | $5,609+71.9% |
| Admin fee / account holder | $3,959 | $13,328-70.3% | $10,705-63.0% | $10,828-63.4% |