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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 | $132,462 | $138,078-4.1% | $125,363+5.7% | $134,509-1.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.86% | 750.49%-767.3pp | 572.15%-589.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $2,375 | $5,245-54.7% | $4,815-50.7% | $4,741-49.9% |
| Participant deferral / active EE | $8,109 | $7,800+4.0% | $7,447+8.9% | $6,400+26.7% |
| Admin fee / account holder | $9,261 | $11,566-19.9% | $10,005-7.4% | $11,427-19.0% |