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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 | $121,014 | $180,459-32.9% | $154,108-21.5% | $135,380-10.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.55% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $4,894 | $6,035-18.9% | $5,298-7.6% | $4,779+2.4% |
| Participant deferral / active EE | $4,743 | $5,806-18.3% | $5,081-6.6% | $5,609-15.4% |
| Admin fee / account holder | $9,948 | $16,145-38.4% | $13,411-25.8% | $10,828-8.1% |