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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 | $76,208 | $138,076-44.8% | $123,553-38.3% | $135,380-43.7% |
| Participation rate | 82.6% | 84.7%-2.1pp | 82.3%+0.3pp | 82.6%0pp |
| Annual return | -4.84% | 153.70%-158.5pp | 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 | $5,615 | $6,800-17.4% | $6,426-12.6% | $5,609+0.1% |
| Admin fee / account holder | $5,332 | $10,917-51.2% | $9,284-42.6% | $10,828-50.8% |