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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 | $155,052 | $138,075+12.3% | $123,552+25.5% | $135,379+14.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.67% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $6,840 | $5,152+32.8% | $4,628+47.8% | $4,779+43.1% |
| Participant deferral / active EE | $7,943 | $6,800+16.8% | $6,426+23.6% | $5,609+41.6% |
| Admin fee / account holder | $1,332 | $10,917-87.8% | $9,285-85.7% | $10,828-87.7% |