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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 | $145,668 | $135,639+7.4% | $110,241+32.1% | $135,382+7.6% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | -2.61% | 513.21%-515.8pp | 314.75%-317.4pp | 519.77%-522.4pp |
| Employer contribution / active EE | $2,857 | $4,907-41.8% | $3,827-25.3% | $4,779-40.2% |
| Participant deferral / active EE | $3,596 | $5,507-34.7% | $4,672-23.0% | $5,609-35.9% |
| Admin fee / account holder | $21,390 | $11,457+86.7% | $8,548+150.2% | $10,829+97.5% |