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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 | $157,691 | $97,761+61.3% | $83,850+88.1% | $135,382+16.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.13% | 1287.44%-1292.6pp | 850.92%-856.1pp | 519.77%-524.9pp |
| Employer contribution / active EE | $2,240 | $4,222-46.9% | $3,631-38.3% | $4,779-53.1% |
| Participant deferral / active EE | $9,211 | $4,682+96.7% | $4,082+125.7% | $5,609+64.2% |
| Admin fee / account holder | $1,705 | $6,674-74.5% | $5,478-68.9% | $10,829-84.3% |