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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 | $151,583 | $68,996+119.7% | $159,991-5.3% | $68,495+121.3% |
| Participation rate | 98.1% | 65.4%+32.7pp | 78.0%+20.2pp | 67.9%+30.3pp |
| Annual return | -16.82% | -9.65%-7.2pp | 408.82%-425.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $11,271 | $2,212+409.4% | $4,225+166.8% | $2,596+334.1% |
| Participant deferral / active EE | $12,775 | $4,211+203.4% | $6,183+106.6% | $4,028+217.2% |
| Admin fee / account holder | $13,193 | $4,797+175.0% | $8,715+51.4% | $5,403+144.2% |