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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 | $169,941 | $138,114+23.0% | $125,391+35.5% | $134,545+26.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -9.04% | 750.88%-759.9pp | 572.41%-581.5pp | 418.37%-427.4pp |
| Employer contribution / active EE | $1,090 | $5,246-79.2% | $4,816-77.4% | $4,742-77.0% |
| Participant deferral / active EE | $8,874 | $7,801+13.8% | $7,448+19.1% | $6,401+38.6% |
| Admin fee / account holder | $3,029 | $11,570-73.8% | $10,009-69.7% | $11,431-73.5% |