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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 | $135,327 | $180,459-25.0% | $154,108-12.2% | $135,3800% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | -4.77% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,457 | $6,035-75.9% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,212 | $16,145-92.5% | $13,411-91.0% | $10,828-88.8% |