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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 | $92,426 | $138,076-33.1% | $123,553-25.2% | $135,380-31.7% |
| Participation rate | 82.6% | 84.7%-2.1pp | 82.3%+0.3pp | 82.6%0pp |
| Annual return | -8.36% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $10,083 | $5,152+95.7% | $4,628+117.9% | $4,779+111.0% |
| Participant deferral / active EE | $5,680 | $6,800-16.5% | $6,426-11.6% | $5,609+1.3% |
| Admin fee / account holder | $13,808 | $10,917+26.5% | $9,284+48.7% | $10,828+27.5% |