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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 | $122,170 | $106,551+14.7% | $91,225+33.9% | $134,532-9.2% |
| Participation rate | 84.6% | 76.8%+7.8pp | 73.2%+11.4pp | 81.2%+3.4pp |
| Annual return | -8.56% | 160.78%-169.3pp | 114.12%-122.7pp | 418.27%-426.8pp |
| Employer contribution / active EE | $3,441 | $3,331+3.3% | $2,851+20.7% | $4,741-27.4% |
| Participant deferral / active EE | $6,205 | $4,718+31.5% | $4,233+46.6% | $6,401-3.1% |
| Admin fee / account holder | $16,684 | $6,234+167.6% | $5,422+207.7% | $11,429+46.0% |