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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 | $67,498 | $138,102-51.1% | $125,381-46.2% | $134,532-49.8% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -17.08% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,107 | $7,801+3.9% | $7,448+8.9% | $6,401+26.7% |
| Admin fee / account holder | $766 | $11,568-93.4% | $10,007-92.3% | $11,429-93.3% |