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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 | $241,175 | $152,597+58.0% | $117,533+105.2% | $134,532+79.3% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -15.16% | 53.04%-68.2pp | 29.77%-44.9pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,262 | $5,576-41.5% | $4,179-22.0% | $4,741-31.2% |
| Participant deferral / active EE | $7,404 | $4,821+53.6% | $4,072+81.8% | $6,401+15.7% |
| Admin fee / account holder | $24,646 | $7,007+251.8% | $5,647+336.5% | $11,429+115.7% |