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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 | $87,001 | $135,645-35.9% | $110,243-21.1% | $135,380-35.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.63% | 513.24%-517.9pp | 314.76%-319.4pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,699 | $4,907-65.4% | $3,827-55.6% | $4,779-64.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,917 | $11,458-57.1% | $8,548-42.5% | $10,828-54.6% |