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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 | $93,853 | $135,645-30.8% | $110,243-14.9% | $135,379-30.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.33% | 513.24%-520.6pp | 314.76%-322.1pp | 519.79%-527.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,031 | $5,507-26.8% | $4,672-13.7% | $5,609-28.1% |
| Admin fee / account holder | $573 | $11,458-95.0% | $8,548-93.3% | $10,828-94.7% |