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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 | $147,538 | $138,102+6.8% | $125,381+17.7% | $134,532+9.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -17.42% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,339 | $5,245-36.3% | $4,815-30.7% | $4,741-29.6% |
| Participant deferral / active EE | $7,838 | $7,801+0.5% | $7,448+5.2% | $6,401+22.5% |
| Admin fee / account holder | $1,788 | $11,568-84.5% | $10,007-82.1% | $11,429-84.4% |