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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 | $105,464 | $135,645-22.3% | $110,243-4.3% | $135,380-22.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.52% | 513.24%-518.8pp | 314.76%-320.3pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,905 | $4,907-61.2% | $3,827-50.2% | $4,779-60.1% |
| Participant deferral / active EE | $3,929 | $5,507-28.7% | $4,672-15.9% | $5,609-30.0% |
| Admin fee / account holder | $2,805 | $11,458-75.5% | $8,548-67.2% | $10,828-74.1% |