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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 | $165,464 | $133,998+23.5% | $112,263+47.4% | $134,545+23.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -13.68% | 47.17%-60.9pp | 27.49%-41.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $3,110 | $4,040-23.0% | $3,636-14.5% | $4,742-34.4% |
| Participant deferral / active EE | $9,866 | $5,292+86.4% | $4,729+108.6% | $6,401+54.1% |
| Admin fee / account holder | $8,020 | $7,493+7.0% | $6,410+25.1% | $11,431-29.8% |