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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 | $140,154 | $138,076+1.5% | $123,553+13.4% | $135,380+3.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.95% | 153.70%-159.6pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $5,311 | $5,152+3.1% | $4,628+14.8% | $4,779+11.1% |
| Participant deferral / active EE | $10,934 | $6,800+60.8% | $6,426+70.2% | $5,609+94.9% |
| Admin fee / account holder | $598 | $10,917-94.5% | $9,284-93.6% | $10,828-94.5% |