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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 | $247,527 | $138,076+79.3% | $123,553+100.3% | $135,380+82.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.47% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $13,592 | $5,152+163.8% | $4,628+193.7% | $4,779+184.4% |
| Participant deferral / active EE | $6,621 | $6,800-2.6% | $6,426+3.0% | $5,609+18.0% |
| Admin fee / account holder | $416 | $10,917-96.2% | $9,284-95.5% | $10,828-96.2% |