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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 | $155,278 | $97,729+58.9% | $83,830+85.2% | $135,379+14.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.25% | 1287.52%-1292.8pp | 850.97%-856.2pp | 519.79%-525.0pp |
| Employer contribution / active EE | $2,056 | $4,222-51.3% | $3,631-43.4% | $4,779-57.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,481 | $6,674-47.9% | $5,479-36.5% | $10,828-67.9% |