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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 | $128,945 | $142,361-9.4% | $119,608+7.8% | $134,509-4.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.27% | -12.46%-3.8pp | -14.98%-1.3pp | 418.13%-434.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $27,000 | $6,468+317.4% | $5,601+382.0% | $6,400+321.9% |
| Admin fee / account holder | $770 | $13,588-94.3% | $10,326-92.5% | $11,427-93.3% |