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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 | $223,859 | $135,645+65.0% | $110,243+103.1% | $135,380+65.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -8.14% | 513.24%-521.4pp | 314.76%-322.9pp | 519.81%-527.9pp |
| Employer contribution / active EE | $2,805 | $4,907-42.8% | $3,827-26.7% | $4,779-41.3% |
| Participant deferral / active EE | $5,826 | $5,507+5.8% | $4,672+24.7% | $5,609+3.9% |
| Admin fee / account holder | $23,077 | $11,458+101.4% | $8,548+170.0% | $10,828+113.1% |