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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 | $178,891 | $138,076+29.6% | $123,553+44.8% | $135,380+32.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.39% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $1,965 | $5,152-61.9% | $4,628-57.5% | $4,779-58.9% |
| Participant deferral / active EE | $9,247 | $6,800+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $13,252 | $10,917+21.4% | $9,284+42.7% | $10,828+22.4% |