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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 | $132,730 | $180,459-26.4% | $154,108-13.9% | $135,380-2.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.49% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,447 | $6,035-59.5% | $5,298-53.8% | $4,779-48.8% |
| Participant deferral / active EE | $4,788 | $5,806-17.5% | $5,081-5.8% | $5,609-14.6% |
| Admin fee / account holder | $646 | $16,145-96.0% | $13,411-95.2% | $10,828-94.0% |