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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 | $88,769 | $138,114-35.7% | $125,391-29.2% | $134,545-34.0% |
| Participation rate | 78.9% | 84.5%-5.6pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -8.48% | 750.88%-759.4pp | 572.41%-580.9pp | 418.37%-426.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,367 | $7,801-5.6% | $7,448-1.1% | $6,401+15.1% |
| Admin fee / account holder | $3,204 | $11,570-72.3% | $10,009-68.0% | $11,431-72.0% |