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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 | $136,033 | $180,459-24.6% | $154,108-11.7% | $135,380+0.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.40% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,170 | $5,806-62.6% | $5,081-57.3% | $5,609-61.3% |
| Admin fee / account holder | $12,632 | $16,145-21.8% | $13,411-5.8% | $10,828+16.7% |