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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 | $180,747 | $135,645+33.2% | $110,243+64.0% | $135,379+33.5% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -6.60% | 513.24%-519.8pp | 314.76%-321.4pp | 519.79%-526.4pp |
| Employer contribution / active EE | $6,876 | $4,907+40.1% | $3,827+79.7% | $4,779+43.9% |
| Participant deferral / active EE | $14,325 | $5,507+160.1% | $4,672+206.6% | $5,609+155.4% |
| Admin fee / account holder | $8,600 | $11,458-24.9% | $8,548+0.6% | $10,828-20.6% |