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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 | $152,057 | $138,114+10.1% | $125,391+21.3% | $134,545+13.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.47% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $5,876 | $5,246+12.0% | $4,816+22.0% | $4,742+23.9% |
| Participant deferral / active EE | $4,388 | $7,801-43.8% | $7,448-41.1% | $6,401-31.5% |
| Admin fee / account holder | $753 | $11,570-93.5% | $10,009-92.5% | $11,431-93.4% |