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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 | $101,787 | $138,114-26.3% | $125,391-18.8% | $134,545-24.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -13.03% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $1,208 | $5,246-77.0% | $4,816-74.9% | $4,742-74.5% |
| Participant deferral / active EE | $5,060 | $7,801-35.1% | $7,448-32.1% | $6,401-21.0% |
| Admin fee / account holder | $1,616 | $11,570-86.0% | $10,009-83.9% | $11,431-85.9% |