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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 | $118,503 | $97,761+21.2% | $83,850+41.3% | $135,382-12.5% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -6.16% | 1287.44%-1293.6pp | 850.92%-857.1pp | 519.77%-525.9pp |
| Employer contribution / active EE | $3,190 | $4,222-24.4% | $3,631-12.1% | $4,779-33.2% |
| Participant deferral / active EE | $5,192 | $4,682+10.9% | $4,082+27.2% | $5,609-7.4% |
| Admin fee / account holder | $6,654 | $6,674-0.3% | $5,478+21.5% | $10,829-38.5% |