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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 | $186,715 | $92,766+101.3% | $82,763+125.6% | $134,545+38.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -16.96% | 946.97%-963.9pp | 702.45%-719.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $15,252 | $3,273+366.0% | $3,008+407.0% | $4,742+221.7% |
| Participant deferral / active EE | $13,566 | $4,802+182.5% | $4,395+208.7% | $6,401+111.9% |
| Admin fee / account holder | $1,074 | $5,978-82.0% | $5,325-79.8% | $11,431-90.6% |