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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 | $94,792 | $190,879-50.3% | $160,009-40.8% | $134,532-29.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -13.60% | 552.63%-566.2pp | 408.85%-422.4pp | 418.27%-431.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,296 | $6,924-52.4% | $6,183-46.7% | $6,401-48.5% |
| Admin fee / account holder | $3,345 | $10,495-68.1% | $8,715-61.6% | $11,429-70.7% |