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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 | $120,024 | $138,114-13.1% | $125,391-4.3% | $134,545-10.8% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -14.85% | 750.88%-765.7pp | 572.41%-587.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,835 | $5,246-65.0% | $4,816-61.9% | $4,742-61.3% |
| Participant deferral / active EE | $6,291 | $7,801-19.4% | $7,448-15.5% | $6,401-1.7% |
| Admin fee / account holder | $3,011 | $11,570-74.0% | $10,009-69.9% | $11,431-73.7% |