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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 | $202,425 | $92,766+118.2% | $82,763+144.6% | $134,545+50.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -6.94% | 946.97%-953.9pp | 702.45%-709.4pp | 418.37%-425.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,588 | $4,802-66.9% | $4,395-63.9% | $6,401-75.2% |
| Admin fee / account holder | $12,030 | $5,978+101.2% | $5,325+125.9% | $11,431+5.2% |