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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 | $172,653 | $138,114+25.0% | $125,391+37.7% | $134,545+28.3% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.65% | 750.88%-768.5pp | 572.41%-590.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,255 | $5,246-37.9% | $4,816-32.4% | $4,742-31.3% |
| Participant deferral / active EE | $6,483 | $7,801-16.9% | $7,448-13.0% | $6,401+1.3% |
| Admin fee / account holder | $895 | $11,570-92.3% | $10,009-91.1% | $11,431-92.2% |