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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 | $135,982 | $138,114-1.5% | $125,391+8.4% | $134,545+1.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -6.95% | 750.88%-757.8pp | 572.41%-579.4pp | 418.37%-425.3pp |
| Employer contribution / active EE | $8,552 | $5,246+63.0% | $4,816+77.6% | $4,742+80.4% |
| Participant deferral / active EE | $6,324 | $7,801-18.9% | $7,448-15.1% | $6,401-1.2% |
| Admin fee / account holder | $93,048 | $11,570+704.2% | $10,009+829.7% | $11,431+714.0% |