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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 | $50,079 | $138,078-63.7% | $125,363-60.1% | $134,509-62.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.77% | 750.49%-770.3pp | 572.15%-591.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,774 | $7,800-26.0% | $7,447-22.5% | $6,400-9.8% |
| Admin fee / account holder | $13,840 | $11,566+19.7% | $10,005+38.3% | $11,427+21.1% |