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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 | $197,073 | $138,102+42.7% | $125,381+57.2% | $134,532+46.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.09% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,814 | $5,245-27.3% | $4,815-20.8% | $4,741-19.5% |
| Participant deferral / active EE | $8,997 | $7,801+15.3% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $2,400 | $11,568-79.3% | $10,007-76.0% | $11,429-79.0% |