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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 | $135,506 | $180,459-24.9% | $154,108-12.1% | $135,380+0.1% |
| Participation rate | 70.6% | 87.4%-16.8pp | 83.0%-12.4pp | 82.6%-12.1pp |
| Annual return | -4.61% | 888.21%-892.8pp | 735.21%-739.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,099 | $6,035-48.7% | $5,298-41.5% | $4,779-35.2% |
| Participant deferral / active EE | $6,022 | $5,806+3.7% | $5,081+18.5% | $5,609+7.4% |
| Admin fee / account holder | $736 | $16,145-95.4% | $13,411-94.5% | $10,828-93.2% |