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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 | $82,068 | $138,076-40.6% | $123,553-33.6% | $135,380-39.4% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -7.81% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,275 | $6,800+7.0% | $6,426+13.2% | $5,609+29.7% |
| Admin fee / account holder | $845 | $10,917-92.3% | $9,284-90.9% | $10,828-92.2% |