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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 | $117,853 | $90,607+30.1% | $79,467+48.3% | $135,380-12.9% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -6.95% | 977.74%-984.7pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,670 | $3,068-13.0% | $2,800-4.6% | $4,779-44.1% |
| Participant deferral / active EE | $7,128 | $4,050+76.0% | $3,704+92.4% | $5,609+27.1% |
| Admin fee / account holder | $1,962 | $5,895-66.7% | $5,104-61.6% | $10,828-81.9% |