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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 | $158,555 | $138,102+14.8% | $125,381+26.5% | $134,532+17.9% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.2pp | 81.2%-9.0pp |
| Annual return | -16.52% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $6,027 | $5,245+14.9% | $4,815+25.2% | $4,741+27.1% |
| Participant deferral / active EE | $11,137 | $7,801+42.8% | $7,448+49.5% | $6,401+74.0% |
| Admin fee / account holder | $10,404 | $11,568-10.1% | $10,007+4.0% | $11,429-9.0% |