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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 | $231,450 | $99,647+132.3% | $86,439+167.8% | $134,509+72.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -12.50% | 6784.13%-6796.6pp | 4395.55%-4408.1pp | 418.13%-430.6pp |
| Employer contribution / active EE | $1,115 | $4,401-74.7% | $3,769-70.4% | $4,741-76.5% |
| Participant deferral / active EE | $6,950 | $7,246-4.1% | $6,9520% | $6,400+8.6% |
| Admin fee / account holder | $4,685 | $8,373-44.0% | $6,732-30.4% | $11,427-59.0% |