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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 | $124,210 | $105,198+18.1% | $159,455-22.1% | $85,856+44.7% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.8%-1.3pp | 69.3%+12.2pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.63%-263.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $3,132 | $3,319-5.6% | $4,830-35.2% | $2,565+22.1% |
| Participant deferral / active EE | $6,253 | $5,946+5.2% | $7,353-15.0% | $3,952+58.2% |
| Admin fee / account holder | $3,788 | $6,934-45.4% | $10,800-64.9% | $6,261-39.5% |