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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 | $156,296 | $180,459-13.4% | $154,108+1.4% | $135,380+15.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.98% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,402 | $6,035-76.8% | $5,298-73.5% | $4,779-70.7% |
| Participant deferral / active EE | $2,124 | $5,806-63.4% | $5,081-58.2% | $5,609-62.1% |
| Admin fee / account holder | $8,511 | $16,145-47.3% | $13,411-36.5% | $10,828-21.4% |