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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 | $240,759 | $135,639+77.5% | $110,241+118.4% | $135,382+77.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -4.22% | 513.21%-517.4pp | 314.75%-319.0pp | 519.77%-524.0pp |
| Employer contribution / active EE | $6,390 | $4,907+30.2% | $3,827+67.0% | $4,779+33.7% |
| Participant deferral / active EE | $9,303 | $5,507+68.9% | $4,672+99.1% | $5,609+65.9% |
| Admin fee / account holder | $2,052 | $11,457-82.1% | $8,548-76.0% | $10,829-81.0% |