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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 | $134,656 | $133,981+0.5% | $112,249+20.0% | $134,532+0.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.25% | 47.16%-51.4pp | 27.48%-31.7pp | 418.27%-422.5pp |
| Employer contribution / active EE | $1,714 | $4,040-57.6% | $3,636-52.8% | $4,741-63.8% |
| Participant deferral / active EE | $2,789 | $5,292-47.3% | $4,729-41.0% | $6,401-56.4% |
| Admin fee / account holder | $3,956 | $7,492-47.2% | $6,412-38.3% | $11,429-65.4% |