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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 | $194,310 | $180,459+7.7% | $154,108+26.1% | $135,380+43.5% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -5.52% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $3,486 | $6,035-42.2% | $5,298-34.2% | $4,779-27.1% |
| Participant deferral / active EE | $5,567 | $5,806-4.1% | $5,081+9.6% | $5,609-0.7% |
| Admin fee / account holder | $3,627 | $16,145-77.5% | $13,411-73.0% | $10,828-66.5% |