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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 | $123,172 | $138,075-10.8% | $123,552-0.3% | $135,379-9.0% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -5.49% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,519 | $6,800-33.5% | $6,426-29.7% | $5,609-19.4% |
| Admin fee / account holder | $4,264 | $10,917-60.9% | $9,285-54.1% | $10,828-60.6% |