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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 | $84,282 | $138,114-39.0% | $125,391-32.8% | $134,545-37.4% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -16.18% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,185 | $5,246-77.4% | $4,816-75.4% | $4,742-75.0% |
| Participant deferral / active EE | $6,140 | $7,801-21.3% | $7,448-17.6% | $6,401-4.1% |
| Admin fee / account holder | $5,930 | $11,570-48.7% | $10,009-40.8% | $11,431-48.1% |