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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 | $246,171 | $138,114+78.2% | $125,391+96.3% | $134,545+83.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -20.23% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $3,697 | $5,246-29.5% | $4,816-23.2% | $4,742-22.0% |
| Participant deferral / active EE | $16,844 | $7,801+115.9% | $7,448+126.1% | $6,401+163.1% |
| Admin fee / account holder | $1,072 | $11,570-90.7% | $10,009-89.3% | $11,431-90.6% |