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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 | $180,177 | $138,114+30.5% | $125,391+43.7% | $134,545+33.9% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -16.94% | 750.88%-767.8pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,361 | $5,246-35.9% | $4,816-30.2% | $4,742-29.1% |
| Participant deferral / active EE | $9,097 | $7,801+16.6% | $7,448+22.1% | $6,401+42.1% |
| Admin fee / account holder | $30,807 | $11,570+166.3% | $10,009+207.8% | $11,431+169.5% |