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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 | $215,951 | $180,466+19.7% | $154,114+40.1% | $135,382+59.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.71% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $8,164 | $6,035+35.3% | $5,298+54.1% | $4,779+70.8% |
| Participant deferral / active EE | $5,560 | $5,806-4.2% | $5,081+9.4% | $5,609-0.9% |
| Admin fee / account holder | $14,353 | $16,144-11.1% | $13,411+7.0% | $10,829+32.5% |