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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 | $128,472 | $180,459-28.8% | $154,108-16.6% | $135,380-5.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.42% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,567 | $6,035-74.0% | $5,298-70.4% | $4,779-67.2% |
| Participant deferral / active EE | $8,456 | $5,806+45.6% | $5,081+66.4% | $5,609+50.8% |
| Admin fee / account holder | $1,504 | $16,145-90.7% | $13,411-88.8% | $10,828-86.1% |