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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 | $87,586 | $135,645-35.4% | $110,243-20.6% | $135,380-35.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.44% | 513.24%-520.7pp | 314.76%-322.2pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,438 | $5,507+53.2% | $4,672+80.6% | $5,609+50.4% |
| Admin fee / account holder | $509 | $11,458-95.6% | $8,548-94.0% | $10,828-95.3% |