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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 | $46,982 | $138,076-66.0% | $123,553-62.0% | $135,380-65.3% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -4.90% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,529 | $6,800+10.7% | $6,426+17.2% | $5,609+34.2% |
| Admin fee / account holder | $9,681 | $10,917-11.3% | $9,284+4.3% | $10,828-10.6% |