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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 | $171,689 | $97,761+75.6% | $83,850+104.8% | $135,382+26.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -1.43% | 1287.44%-1288.9pp | 850.92%-852.4pp | 519.77%-521.2pp |
| Employer contribution / active EE | $2,665 | $4,222-36.9% | $3,631-26.6% | $4,779-44.2% |
| Participant deferral / active EE | $7,252 | $4,682+54.9% | $4,082+77.7% | $5,609+29.3% |
| Admin fee / account holder | $27,190 | $6,674+307.4% | $5,478+396.3% | $10,829+151.1% |