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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 | $158,377 | $138,114+14.7% | $125,391+26.3% | $134,545+17.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.19% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $7,544 | $5,246+43.8% | $4,816+56.7% | $4,742+59.1% |
| Participant deferral / active EE | $8,319 | $7,801+6.6% | $7,448+11.7% | $6,401+30.0% |
| Admin fee / account holder | $1,727 | $11,570-85.1% | $10,009-82.7% | $11,431-84.9% |