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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 | $160,019 | $138,076+15.9% | $123,553+29.5% | $135,380+18.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.96% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,559 | $6,800-47.7% | $6,426-44.6% | $5,609-36.6% |
| Admin fee / account holder | $401 | $10,917-96.3% | $9,284-95.7% | $10,828-96.3% |