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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 | $56,443 | $135,639-58.4% | $110,241-48.8% | $135,382-58.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.69% | 513.21%-520.9pp | 314.75%-322.4pp | 519.77%-527.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,625 | $5,507+74.8% | $4,672+106.0% | $5,609+71.6% |
| Admin fee / account holder | $3,888 | $11,457-66.1% | $8,548-54.5% | $10,829-64.1% |