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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 | $121,608 | $138,078-11.9% | $125,363-3.0% | $134,509-9.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.50% | 750.49%-762.0pp | 572.15%-583.6pp | 418.13%-429.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,185 | $7,800+69.0% | $7,447+77.0% | $6,400+106.0% |
| Admin fee / account holder | $13,283 | $11,566+14.8% | $10,005+32.8% | $11,427+16.2% |