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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 | $91,367 | $92,743-1.5% | $82,744+10.4% | $134,532-32.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -9.80% | 946.63%-956.4pp | 702.22%-712.0pp | 418.27%-428.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,093 | $4,802+6.1% | $4,395+15.9% | $6,401-20.4% |
| Admin fee / account holder | $19,224 | $5,977+221.6% | $5,325+261.0% | $11,429+68.2% |