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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 | $138,430 | $138,102+0.2% | $125,381+10.4% | $134,532+2.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -19.75% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,440 | $5,245-34.4% | $4,815-28.6% | $4,741-27.5% |
| Participant deferral / active EE | $6,231 | $7,801-20.1% | $7,448-16.3% | $6,401-2.7% |
| Admin fee / account holder | $2,451 | $11,568-78.8% | $10,007-75.5% | $11,429-78.6% |