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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 | $66,106 | $138,102-52.1% | $125,381-47.3% | $134,532-50.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.11% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,634 | $7,801-53.4% | $7,448-51.2% | $6,401-43.2% |
| Admin fee / account holder | $322 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |