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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 | $126,866 | $180,466-29.7% | $154,114-17.7% | $135,382-6.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.28% | 888.15%-893.4pp | 735.16%-740.4pp | 519.77%-525.1pp |
| Employer contribution / active EE | $2,198 | $6,035-63.6% | $5,298-58.5% | $4,779-54.0% |
| Participant deferral / active EE | $6,639 | $5,806+14.3% | $5,081+30.7% | $5,609+18.4% |
| Admin fee / account holder | $5,246 | $16,144-67.5% | $13,411-60.9% | $10,829-51.6% |