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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 | $154,509 | $138,076+11.9% | $123,553+25.1% | $135,380+14.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.43% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $5,231 | $5,152+1.5% | $4,628+13.0% | $4,779+9.5% |
| Participant deferral / active EE | $9,463 | $6,800+39.2% | $6,426+47.3% | $5,609+68.7% |
| Admin fee / account holder | $558 | $10,917-94.9% | $9,284-94.0% | $10,828-94.9% |