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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 | $101,152 | $138,076-26.7% | $123,553-18.1% | $135,380-25.3% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -5.24% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,202 | $5,152-76.7% | $4,628-74.0% | $4,779-74.9% |
| Participant deferral / active EE | $2,447 | $6,800-64.0% | $6,426-61.9% | $5,609-56.4% |
| Admin fee / account holder | $4,088 | $10,917-62.5% | $9,284-56.0% | $10,828-62.2% |