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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 | $71,380 | $67,372+5.9% | $60,906+17.2% | $134,532-46.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.47% | 50.05%-59.5pp | 16.94%-26.4pp | 418.27%-427.7pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,708 | $4,532+114.2% | $3,814+154.5% | $6,401+51.7% |
| Admin fee / account holder | $3,017 | $4,588-34.2% | $3,227-6.5% | $11,429-73.6% |