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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 | $114,927 | $97,732+17.6% | $83,831+37.1% | $135,380-15.1% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -4.66% | 1287.56%-1292.2pp | 850.99%-855.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,529 | $4,683-3.3% | $4,082+11.0% | $5,609-19.3% |
| Admin fee / account holder | $1,001 | $6,675-85.0% | $5,479-81.7% | $10,828-90.8% |