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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 | $129,763 | $180,459-28.1% | $154,108-15.8% | $135,380-4.1% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -7.98% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,360 | $6,035-77.5% | $5,298-74.3% | $4,779-71.5% |
| Participant deferral / active EE | $5,117 | $5,806-11.9% | $5,081+0.7% | $5,609-8.8% |
| Admin fee / account holder | $2,382 | $16,145-85.2% | $13,411-82.2% | $10,828-78.0% |