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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 | $208,648 | $92,684+125.1% | $82,706+152.3% | $134,509+55.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -18.45% | 945.84%-964.3pp | 701.76%-720.2pp | 418.13%-436.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,687 | $4,800+143.5% | $4,394+166.0% | $6,400+82.6% |
| Admin fee / account holder | $2,203 | $5,982-63.2% | $5,329-58.7% | $11,427-80.7% |