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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 | $233,919 | $138,075+69.4% | $123,552+89.3% | $135,379+72.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.62% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $4,877 | $5,152-5.3% | $4,628+5.4% | $4,779+2.1% |
| Participant deferral / active EE | $7,309 | $6,800+7.5% | $6,426+13.7% | $5,609+30.3% |
| Admin fee / account holder | $1,876 | $10,917-82.8% | $9,285-79.8% | $10,828-82.7% |