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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 | $38,929 | $92,707-58.0% | $82,726-52.9% | $134,493-71.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -14.34% | 945.12%-959.5pp | 701.33%-715.7pp | 418.01%-432.4pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,790 | $4,801+20.6% | $4,394+31.8% | $6,400-9.5% |
| Admin fee / account holder | $921 | $5,980-84.6% | $5,328-82.7% | $11,425-91.9% |