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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 | $89,339 | $92,684-3.6% | $82,706+8.0% | $134,509-33.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -18.20% | 945.84%-964.0pp | 701.76%-720.0pp | 418.13%-436.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,862 | $4,800-19.5% | $4,394-12.1% | $6,400-39.7% |
| Admin fee / account holder | $4,049 | $5,982-32.3% | $5,329-24.0% | $11,427-64.6% |