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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 | $156,867 | $75,962+106.5% | $154,111+1.8% | $64,173+144.4% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.4pp | 69.6%+20.9pp |
| Annual return | -5.24% | 30.32%-35.6pp | 735.18%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $8,453 | $3,350+152.3% | $5,298+59.6% | $2,381+255.1% |
| Participant deferral / active EE | $5,641 | $3,175+77.7% | $5,081+11.0% | $3,470+62.6% |
| Admin fee / account holder | $3,861 | $5,589-30.9% | $13,411-71.2% | $4,887-21.0% |