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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 | $109,191 | $134,001-18.5% | $112,258-2.7% | $134,509-18.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -18.05% | 47.15%-65.2pp | 27.47%-45.5pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,409 | $5,291+40.0% | $4,728+56.7% | $6,400+15.8% |
| Admin fee / account holder | $20,119 | $7,491+168.6% | $6,411+213.8% | $11,427+76.1% |