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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 | $92,956 | $138,102-32.7% | $125,381-25.9% | $134,532-30.9% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -17.66% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,415 | $5,245-54.0% | $4,815-49.9% | $4,741-49.1% |
| Participant deferral / active EE | $2,757 | $7,801-64.7% | $7,448-63.0% | $6,401-56.9% |
| Admin fee / account holder | $5,878 | $11,568-49.2% | $10,007-41.3% | $11,429-48.6% |