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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 | $81,807 | $97,732-16.3% | $83,831-2.4% | $135,380-39.6% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -5.18% | 1287.56%-1292.7pp | 850.99%-856.2pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,480 | $4,683-4.3% | $4,082+9.8% | $5,609-20.1% |
| Admin fee / account holder | $4,532 | $6,675-32.1% | $5,479-17.3% | $10,828-58.1% |