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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 | $162,552 | $138,114+17.7% | $125,391+29.6% | $134,545+20.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.64% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,098 | $5,246-21.9% | $4,816-14.9% | $4,742-13.6% |
| Participant deferral / active EE | $12,775 | $7,801+63.8% | $7,448+71.5% | $6,401+99.6% |
| Admin fee / account holder | $3,620 | $11,570-68.7% | $10,009-63.8% | $11,431-68.3% |