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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 | $97,387 | $168,635-42.2% | $147,617-34.0% | $125,389-22.3% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -1.79% | 77.65%-79.4pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $14,411 | $6,252+130.5% | $5,564+159.0% | $4,866+196.2% |
| Participant deferral / active EE | $3,055 | $5,507-44.5% | $4,895-37.6% | $5,352-42.9% |
| Admin fee / account holder | $17,910 | $13,580+31.9% | $11,612+54.2% | $9,541+87.7% |