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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 | $131,848 | $92,743+42.2% | $82,744+59.3% | $134,532-2.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -9.92% | 946.63%-956.6pp | 702.22%-712.1pp | 418.27%-428.2pp |
| Employer contribution / active EE | $21,976 | $3,273+571.5% | $3,008+630.6% | $4,741+363.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $179,532 | $5,977+2903.5% | $5,325+3271.6% | $11,429+1470.9% |