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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 | $133,146 | $160,059-16.8% | $140,019-4.9% | $135,379-1.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.53% | 911.44%-918.0pp | 651.15%-657.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $3,156 | $6,420-50.8% | $5,605-43.7% | $4,779-34.0% |
| Participant deferral / active EE | $5,311 | $7,641-30.5% | $6,927-23.3% | $5,609-5.3% |
| Admin fee / account holder | $4,120 | $13,328-69.1% | $10,705-61.5% | $10,828-62.0% |