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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 | $91,952 | $134,001-31.4% | $112,258-18.1% | $134,509-31.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.46% | 47.15%-55.6pp | 27.47%-35.9pp | 418.13%-426.6pp |
| Employer contribution / active EE | $2,586 | $4,039-36.0% | $3,636-28.9% | $4,741-45.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,624 | $7,491-51.6% | $6,411-43.5% | $11,427-68.3% |