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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 | $90,464 | $104,106-13.1% | $71,086+27.3% | $135,382-33.2% |
| Participation rate | 77.8% | 65.7%+12.1pp | 54.7%+23.1pp | 82.6%-4.9pp |
| Annual return | -1.18% | 1256.30%-1257.5pp | 650.59%-651.8pp | 519.77%-520.9pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,958 | $2,527+135.8% | $1,874+217.9% | $5,609+6.2% |
| Admin fee / account holder | $10,328 | $4,142+149.4% | $3,082+235.1% | $10,829-4.6% |