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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 | $121,869 | $106,551+14.4% | $91,225+33.6% | $134,532-9.4% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.2%+16.8pp | 81.2%+8.8pp |
| Annual return | -18.34% | 160.78%-179.1pp | 114.12%-132.5pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,172 | $4,718-11.6% | $4,233-1.5% | $6,401-34.8% |
| Admin fee / account holder | $898 | $6,234-85.6% | $5,422-83.4% | $11,429-92.1% |