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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 | $162,623 | $135,645+19.9% | $110,243+47.5% | $135,380+20.1% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -3.92% | 513.24%-517.2pp | 314.76%-318.7pp | 519.81%-523.7pp |
| Employer contribution / active EE | $5,972 | $4,907+21.7% | $3,827+56.1% | $4,779+25.0% |
| Participant deferral / active EE | $4,184 | $5,507-24.0% | $4,672-10.5% | $5,609-25.4% |
| Admin fee / account holder | $5,074 | $11,458-55.7% | $8,548-40.6% | $10,828-53.1% |