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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 | $151,492 | $95,979+57.8% | $74,551+103.2% | $135,380+11.9% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -0.14% | 56.97%-57.1pp | 32.53%-32.7pp | 519.81%-519.9pp |
| Employer contribution / active EE | $3,874 | $2,716+42.6% | $1,961+97.5% | $4,779-18.9% |
| Participant deferral / active EE | $11,494 | $3,844+199.0% | $3,108+269.8% | $5,609+104.9% |
| Admin fee / account holder | $1,167 | $6,522-82.1% | $5,059-76.9% | $10,828-89.2% |