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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 | $134,156 | $92,707+44.7% | $82,726+62.2% | $134,493-0.3% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -14.99% | 945.12%-960.1pp | 701.33%-716.3pp | 418.01%-433.0pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,359 | $4,801-9.2% | $4,394-0.8% | $6,400-31.9% |
| Admin fee / account holder | $1,225 | $5,980-79.5% | $5,328-77.0% | $11,425-89.3% |