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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 | $167,187 | $138,075+21.1% | $123,552+35.3% | $135,379+23.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.53% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $3,123 | $5,152-39.4% | $4,628-32.5% | $4,779-34.6% |
| Participant deferral / active EE | $10,678 | $6,800+57.0% | $6,426+66.2% | $5,609+90.4% |
| Admin fee / account holder | $8,872 | $10,917-18.7% | $9,285-4.4% | $10,828-18.1% |