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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 | $135,474 | $180,459-24.9% | $154,108-12.1% | $135,380+0.1% |
| Participation rate | 73.9% | 87.4%-13.5pp | 83.0%-9.1pp | 82.6%-8.7pp |
| Annual return | -6.50% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,002 | $6,035-66.8% | $5,298-62.2% | $4,779-58.1% |
| Participant deferral / active EE | $4,316 | $5,806-25.7% | $5,081-15.1% | $5,609-23.1% |
| Admin fee / account holder | $14,052 | $16,145-13.0% | $13,411+4.8% | $10,828+29.8% |