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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 | $110,579 | $97,761+13.1% | $83,850+31.9% | $135,382-18.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.67% | 1287.44%-1295.1pp | 850.92%-858.6pp | 519.77%-527.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,800 | $4,682+45.2% | $4,082+66.6% | $5,609+21.2% |
| Admin fee / account holder | $2,253 | $6,674-66.2% | $5,478-58.9% | $10,829-79.2% |