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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 | $125,958 | $138,072-8.8% | $123,549+1.9% | $135,382-7.0% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -4.18% | 153.69%-157.9pp | 119.20%-123.4pp | 519.77%-523.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,401 | $6,799-35.3% | $6,426-31.5% | $5,609-21.5% |
| Admin fee / account holder | $2,269 | $10,917-79.2% | $9,284-75.6% | $10,829-79.0% |