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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 | $76,651 | $135,639-43.5% | $110,241-30.5% | $135,382-43.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -5.46% | 513.21%-518.7pp | 314.75%-320.2pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,353 | $4,907-72.4% | $3,827-64.6% | $4,779-71.7% |
| Participant deferral / active EE | $2,269 | $5,507-58.8% | $4,672-51.4% | $5,609-59.6% |
| Admin fee / account holder | $1,845 | $11,457-83.9% | $8,548-78.4% | $10,829-83.0% |