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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 | $218,248 | $92,684+135.5% | $82,706+163.9% | $134,509+62.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -20.93% | 945.84%-966.8pp | 701.76%-722.7pp | 418.13%-439.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,570 | $4,800-25.6% | $4,394-18.8% | $6,400-44.2% |
| Admin fee / account holder | $6,207 | $5,982+3.8% | $5,329+16.5% | $11,427-45.7% |