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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 | $106,349 | $133,998-20.6% | $112,263-5.3% | $134,545-21.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.88% | 47.17%-62.1pp | 27.49%-42.4pp | 418.37%-433.2pp |
| Employer contribution / active EE | $3,667 | $4,040-9.2% | $3,636+0.8% | $4,742-22.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,951 | $7,493+139.6% | $6,410+180.0% | $11,431+57.0% |