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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 | $116,061 | $135,645-14.4% | $110,243+5.3% | $135,380-14.3% |
| Participation rate | 81.0% | 83.5%-2.5pp | 79.8%+1.1pp | 82.6%-1.7pp |
| Annual return | -3.24% | 513.24%-516.5pp | 314.76%-318.0pp | 519.81%-523.0pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,610 | $5,507+1.9% | $4,672+20.1% | $5,6090% |
| Admin fee / account holder | $19,391 | $11,458+69.2% | $8,548+126.9% | $10,828+79.1% |