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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 | $50,329 | $97,732-48.5% | $83,831-40.0% | $135,380-62.8% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -8.57% | 1287.56%-1296.1pp | 850.99%-859.6pp | 519.81%-528.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,227 | $4,683+75.7% | $4,082+101.5% | $5,609+46.7% |
| Admin fee / account holder | $5,173 | $6,675-22.5% | $5,479-5.6% | $10,828-52.2% |