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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 | $80,878 | $190,916-57.6% | $160,037-49.5% | $134,545-39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.13% | 552.79%-572.9pp | 408.95%-429.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,301 | $6,925+19.9% | $6,184+34.2% | $6,401+29.7% |
| Admin fee / account holder | $1,362 | $10,497-87.0% | $8,716-84.4% | $11,431-88.1% |