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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 | $111,602 | $180,459-38.2% | $154,108-27.6% | $135,380-17.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -4.05% | 888.21%-892.3pp | 735.21%-739.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $2,747 | $6,035-54.5% | $5,298-48.1% | $4,779-42.5% |
| Participant deferral / active EE | $6,107 | $5,806+5.2% | $5,081+20.2% | $5,609+8.9% |
| Admin fee / account holder | $14,625 | $16,145-9.4% | $13,411+9.1% | $10,828+35.1% |