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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 | $127,586 | $180,459-29.3% | $154,108-17.2% | $135,380-5.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.27% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $5,200 | $6,035-13.8% | $5,298-1.8% | $4,779+8.8% |
| Participant deferral / active EE | $4,442 | $5,806-23.5% | $5,081-12.6% | $5,609-20.8% |
| Admin fee / account holder | $6,144 | $16,145-61.9% | $13,411-54.2% | $10,828-43.3% |