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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 | $130,679 | $138,078-5.4% | $125,363+4.2% | $134,509-2.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.33% | 750.49%-768.8pp | 572.15%-590.5pp | 418.13%-436.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,514 | $7,800-29.3% | $7,447-26.0% | $6,400-13.9% |
| Admin fee / account holder | $9,651 | $11,566-16.6% | $10,005-3.5% | $11,427-15.5% |