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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 | $100,770 | $138,114-27.0% | $125,391-19.6% | $134,545-25.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -18.09% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,131 | $5,246-59.4% | $4,816-55.7% | $4,742-55.1% |
| Participant deferral / active EE | $5,205 | $7,801-33.3% | $7,448-30.1% | $6,401-18.7% |
| Admin fee / account holder | $5,770 | $11,570-50.1% | $10,009-42.4% | $11,431-49.5% |