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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 | $224,327 | $138,102+62.4% | $125,381+78.9% | $134,532+66.7% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -14.85% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,354 | $5,245-55.1% | $4,815-51.1% | $4,741-50.3% |
| Participant deferral / active EE | $6,720 | $7,801-13.9% | $7,448-9.8% | $6,401+5.0% |
| Admin fee / account holder | $2,515 | $11,568-78.3% | $10,007-74.9% | $11,429-78.0% |