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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 | $164,254 | $135,645+21.1% | $110,243+49.0% | $135,380+21.3% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -3.61% | 513.24%-516.8pp | 314.76%-318.4pp | 519.81%-523.4pp |
| Employer contribution / active EE | $6,374 | $4,907+29.9% | $3,827+66.6% | $4,779+33.4% |
| Participant deferral / active EE | $16,652 | $5,507+202.4% | $4,672+256.4% | $5,609+196.9% |
| Admin fee / account holder | $1,091 | $11,458-90.5% | $8,548-87.2% | $10,828-89.9% |