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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 | $150,568 | $97,729+54.1% | $83,830+79.6% | $135,379+11.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -3.12% | 1287.52%-1290.6pp | 850.97%-854.1pp | 519.79%-522.9pp |
| Employer contribution / active EE | $3,414 | $4,222-19.1% | $3,631-6.0% | $4,779-28.6% |
| Participant deferral / active EE | $20,850 | $4,683+345.3% | $4,082+410.8% | $5,609+271.7% |
| Admin fee / account holder | $476 | $6,674-92.9% | $5,479-91.3% | $10,828-95.6% |