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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 | $78,327 | $135,645-42.3% | $110,243-29.0% | $135,380-42.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.48% | 513.24%-519.7pp | 314.76%-321.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,756 | $5,507-31.8% | $4,672-19.6% | $5,609-33.0% |
| Admin fee / account holder | $887 | $11,458-92.3% | $8,548-89.6% | $10,828-91.8% |