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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 | $237,735 | $180,466+31.7% | $154,114+54.3% | $135,382+75.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.06% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $23,393 | $6,035+287.6% | $5,298+341.6% | $4,779+389.5% |
| Participant deferral / active EE | $16,384 | $5,806+182.2% | $5,081+222.5% | $5,609+192.1% |
| Admin fee / account holder | $351,751 | $16,144+2078.8% | $13,411+2522.9% | $10,829+3148.4% |