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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 | $163,655 | $138,068+18.5% | $125,358+30.6% | $134,493+21.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -12.74% | 750.30%-763.0pp | 572.03%-584.8pp | 418.01%-430.8pp |
| Employer contribution / active EE | $6,492 | $5,244+23.8% | $4,814+34.9% | $4,740+37.0% |
| Participant deferral / active EE | $7,025 | $7,799-9.9% | $7,447-5.7% | $6,400+9.8% |
| Admin fee / account holder | $6,128 | $11,568-47.0% | $10,007-38.8% | $11,425-46.4% |