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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 | $198,358 | $138,076+43.7% | $123,553+60.5% | $135,380+46.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.10% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $7,611 | $5,152+47.7% | $4,628+64.4% | $4,779+59.3% |
| Participant deferral / active EE | $2,273 | $6,800-66.6% | $6,426-64.6% | $5,609-59.5% |
| Admin fee / account holder | $173,080 | $10,917+1485.4% | $9,284+1764.2% | $10,828+1498.4% |