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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 | $117,811 | $180,466-34.7% | $154,114-23.6% | $135,382-13.0% |
| Participation rate | 79.2% | 87.4%-8.3pp | 83.0%-3.9pp | 82.6%-3.5pp |
| Annual return | -5.59% | 888.15%-893.7pp | 735.16%-740.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $5,995 | $6,035-0.7% | $5,298+13.2% | $4,779+25.5% |
| Participant deferral / active EE | $3,960 | $5,806-31.8% | $5,081-22.0% | $5,609-29.4% |
| Admin fee / account holder | $915 | $16,144-94.3% | $13,411-93.2% | $10,829-91.6% |