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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 | $82,764 | $160,059-48.3% | $140,019-40.9% | $135,379-38.9% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -7.22% | 911.44%-918.7pp | 651.15%-658.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,851 | $7,641+28.9% | $6,927+42.2% | $5,609+75.6% |
| Admin fee / account holder | $5,491 | $13,328-58.8% | $10,705-48.7% | $10,828-49.3% |