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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 | $231,874 | $97,761+137.2% | $83,850+176.5% | $135,382+71.3% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -6.33% | 1287.44%-1293.8pp | 850.92%-857.3pp | 519.77%-526.1pp |
| Employer contribution / active EE | $7,204 | $4,222+70.6% | $3,631+98.4% | $4,779+50.7% |
| Participant deferral / active EE | $5,200 | $4,682+11.0% | $4,082+27.4% | $5,609-7.3% |
| Admin fee / account holder | $634 | $6,674-90.5% | $5,478-88.4% | $10,829-94.1% |