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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 | $167,805 | $93,124+80.2% | $77,100+117.6% | $134,545+24.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.21% | 62.68%-68.9pp | 42.35%-48.6pp | 418.37%-424.6pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,362 | $5,242+59.5% | $4,430+88.8% | $6,401+30.6% |
| Admin fee / account holder | $6,147 | $6,970-11.8% | $5,443+12.9% | $11,431-46.2% |