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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 | $106,781 | $138,075-22.7% | $123,552-13.6% | $135,379-21.1% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -3.75% | 153.70%-157.5pp | 119.20%-123.0pp | 519.79%-523.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,844 | $6,800+0.6% | $6,426+6.5% | $5,609+22.0% |
| Admin fee / account holder | $4,000 | $10,917-63.4% | $9,285-56.9% | $10,828-63.1% |