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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 | $153,790 | $97,732+57.4% | $83,831+83.5% | $135,380+13.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -6.02% | 1287.56%-1293.6pp | 850.99%-857.0pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,318 | $4,222-68.8% | $3,631-63.7% | $4,779-72.4% |
| Participant deferral / active EE | $4,400 | $4,683-6.0% | $4,082+7.8% | $5,609-21.6% |
| Admin fee / account holder | $318 | $6,675-95.2% | $5,479-94.2% | $10,828-97.1% |