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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 | $180,057 | $138,075+30.4% | $123,552+45.7% | $135,379+33.0% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -4.50% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,043 | $6,800+18.3% | $6,426+25.2% | $5,609+43.4% |
| Admin fee / account holder | $55,003 | $10,917+403.8% | $9,285+492.4% | $10,828+408.0% |