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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 | $105,865 | $180,459-41.3% | $154,108-31.3% | $135,380-21.8% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -5.06% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,594 | $6,035-57.0% | $5,298-51.0% | $4,779-45.7% |
| Participant deferral / active EE | $2,988 | $5,806-48.5% | $5,081-41.2% | $5,609-46.7% |
| Admin fee / account holder | $12,517 | $16,145-22.5% | $13,411-6.7% | $10,828+15.6% |