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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 | $128,278 | $180,459-28.9% | $154,108-16.8% | $135,380-5.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.02% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,987 | $6,035-50.5% | $5,298-43.6% | $4,779-37.5% |
| Participant deferral / active EE | $2,620 | $5,806-54.9% | $5,081-48.4% | $5,609-53.3% |
| Admin fee / account holder | $10,357 | $16,145-35.9% | $13,411-22.8% | $10,828-4.4% |