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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 | $132,044 | $138,114-4.4% | $125,391+5.3% | $134,545-1.9% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -19.58% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,897 | $7,801-37.2% | $7,448-34.3% | $6,401-23.5% |
| Admin fee / account holder | $4,559 | $11,570-60.6% | $10,009-54.5% | $11,431-60.1% |