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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 | $73,062 | $135,645-46.1% | $110,243-33.7% | $135,380-46.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.09% | 513.24%-517.3pp | 314.76%-318.8pp | 519.81%-523.9pp |
| Employer contribution / active EE | $3,235 | $4,907-34.1% | $3,827-15.5% | $4,779-32.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,198 | $11,458+23.9% | $8,548+66.1% | $10,828+31.1% |