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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 | $199,712 | $152,591+30.9% | $117,529+69.9% | $134,545+48.4% |
| Participation rate | 94.4% | 77.1%+17.3pp | 70.6%+23.8pp | 81.2%+13.2pp |
| Annual return | -16.91% | 53.04%-70.0pp | 29.77%-46.7pp | 418.37%-435.3pp |
| Employer contribution / active EE | $9,314 | $5,576+67.0% | $4,179+122.9% | $4,742+96.4% |
| Participant deferral / active EE | $7,751 | $4,821+60.8% | $4,072+90.3% | $6,401+21.1% |
| Admin fee / account holder | $947 | $7,004-86.5% | $5,645-83.2% | $11,431-91.7% |