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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 | $93,277 | $138,075-32.4% | $123,552-24.5% | $135,379-31.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.07% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $11,532 | $5,152+123.8% | $4,628+149.2% | $4,779+141.3% |
| Participant deferral / active EE | $8,424 | $6,800+23.9% | $6,426+31.1% | $5,609+50.2% |
| Admin fee / account holder | $1,798 | $10,917-83.5% | $9,285-80.6% | $10,828-83.4% |