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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 | $145,436 | $104,116+39.7% | $71,089+104.6% | $135,380+7.4% |
| Participation rate | 89.5% | 65.7%+23.8pp | 54.6%+34.8pp | 82.6%+6.8pp |
| Annual return | -8.30% | 1256.51%-1264.8pp | 650.65%-658.9pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,236 | $1,485+50.6% | $1,088+105.6% | $4,779-53.2% |
| Participant deferral / active EE | $10,680 | $2,524+323.2% | $1,873+470.4% | $5,609+90.4% |
| Admin fee / account holder | $752 | $4,142-81.8% | $3,082-75.6% | $10,828-93.1% |