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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 | $219,440 | $138,102+58.9% | $125,381+75.0% | $134,532+63.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -13.68% | 750.73%-764.4pp | 572.31%-586.0pp | 418.27%-431.9pp |
| Employer contribution / active EE | $2,639 | $5,245-49.7% | $4,815-45.2% | $4,741-44.3% |
| Participant deferral / active EE | $4,086 | $7,801-47.6% | $7,448-45.1% | $6,401-36.2% |
| Admin fee / account holder | $14,411 | $11,568+24.6% | $10,007+44.0% | $11,429+26.1% |