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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 | $108,263 | $138,102-21.6% | $125,381-13.7% | $134,532-19.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -7.77% | 750.73%-758.5pp | 572.31%-580.1pp | 418.27%-426.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,675 | $7,801-40.1% | $7,448-37.2% | $6,401-27.0% |
| Admin fee / account holder | $8,099 | $11,568-30.0% | $10,007-19.1% | $11,429-29.1% |