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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 | $166,879 | $135,645+23.0% | $110,243+51.4% | $135,380+23.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -7.74% | 513.24%-521.0pp | 314.76%-322.5pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,364 | $4,907-51.8% | $3,827-38.2% | $4,779-50.5% |
| Participant deferral / active EE | $10,750 | $5,507+95.2% | $4,672+130.1% | $5,609+91.7% |
| Admin fee / account holder | $695 | $11,458-93.9% | $8,548-91.9% | $10,828-93.6% |