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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 | $120,128 | $84,684+41.9% | $73,835+62.7% | $125,388-4.2% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -2.56% | 3123.93%-3126.5pp | 2268.13%-2270.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,667 | $3,993-58.2% | $3,583-53.5% | $5,352-68.8% |
| Admin fee / account holder | $2,067 | $5,691-63.7% | $4,880-57.6% | $9,541-78.3% |