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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 | $97,732+75.7% | $83,831+104.8% | $135,380+26.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -1.43% | 1287.56%-1289.0pp | 850.99%-852.4pp | 519.81%-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 | $4,683+54.9% | $4,082+77.6% | $5,609+29.3% |
| Admin fee / account holder | $27,190 | $6,675+307.4% | $5,479+396.3% | $10,828+151.1% |