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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 | $151,856 | $190,916-20.5% | $160,037-5.1% | $134,545+12.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -13.44% | 552.79%-566.2pp | 408.95%-422.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $4,998 | $4,9960% | $4,226+18.3% | $4,742+5.4% |
| Participant deferral / active EE | $8,288 | $6,925+19.7% | $6,184+34.0% | $6,401+29.5% |
| Admin fee / account holder | $910 | $10,497-91.3% | $8,716-89.6% | $11,431-92.0% |