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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 | $105,952 | $135,645-21.9% | $110,243-3.9% | $135,380-21.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.78% | 513.24%-517.0pp | 314.76%-318.5pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,504 | $4,907-49.0% | $3,827-34.6% | $4,779-47.6% |
| Participant deferral / active EE | $3,354 | $5,507-39.1% | $4,672-28.2% | $5,609-40.2% |
| Admin fee / account holder | $2,804 | $11,458-75.5% | $8,548-67.2% | $10,828-74.1% |