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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 | $146,855 | $135,639+8.3% | $110,241+33.2% | $135,382+8.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -2.83% | 513.21%-516.0pp | 314.75%-317.6pp | 519.77%-522.6pp |
| Employer contribution / active EE | $1,650 | $4,907-66.4% | $3,827-56.9% | $4,779-65.5% |
| Participant deferral / active EE | $5,975 | $5,507+8.5% | $4,672+27.9% | $5,609+6.5% |
| Admin fee / account holder | $1,437 | $11,457-87.5% | $8,548-83.2% | $10,829-86.7% |