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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 | $122,438 | $133,981-8.6% | $112,249+9.1% | $134,532-9.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.28% | 47.16%-67.4pp | 27.48%-47.8pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,511 | $5,292+4.1% | $4,729+16.5% | $6,401-13.9% |
| Admin fee / account holder | $2,125 | $7,492-71.6% | $6,412-66.9% | $11,429-81.4% |