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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 | $133,983+23.5% | $112,244+47.4% | $134,493+23.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -13.68% | 47.13%-60.8pp | 27.46%-41.1pp | 418.01%-431.7pp |
| Employer contribution / active EE | $3,110 | $4,039-23.0% | $3,635-14.5% | $4,740-34.4% |
| Participant deferral / active EE | $9,866 | $5,291+86.5% | $4,728+108.7% | $6,400+54.2% |
| Admin fee / account holder | $8,020 | $7,490+7.1% | $6,411+25.1% | $11,425-29.8% |