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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 | $176,629 | $138,076+27.9% | $123,553+43.0% | $135,380+30.5% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -5.77% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,148 | $5,152-38.9% | $4,628-32.0% | $4,779-34.1% |
| Participant deferral / active EE | $7,606 | $6,800+11.9% | $6,426+18.4% | $5,609+35.6% |
| Admin fee / account holder | $348 | $10,917-96.8% | $9,284-96.2% | $10,828-96.8% |