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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 | $119,509 | $138,102-13.5% | $125,381-4.7% | $134,532-11.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.98% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $3,376 | $5,245-35.6% | $4,815-29.9% | $4,741-28.8% |
| Participant deferral / active EE | $6,721 | $7,801-13.8% | $7,448-9.8% | $6,401+5.0% |
| Admin fee / account holder | $19,485 | $11,568+68.4% | $10,007+94.7% | $11,429+70.5% |