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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 | $198,377 | $135,639+46.3% | $110,241+79.9% | $135,382+46.5% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.8%-1.2pp | 82.6%-4.1pp |
| Annual return | -8.68% | 513.21%-521.9pp | 314.75%-323.4pp | 519.77%-528.4pp |
| Employer contribution / active EE | $1,766 | $4,907-64.0% | $3,827-53.9% | $4,779-63.0% |
| Participant deferral / active EE | $7,525 | $5,507+36.6% | $4,672+61.1% | $5,609+34.2% |
| Admin fee / account holder | $893 | $11,457-92.2% | $8,548-89.6% | $10,829-91.8% |