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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 | $85,230 | $138,114-38.3% | $125,391-32.0% | $134,545-36.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.63% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,728 | $7,801-13.7% | $7,448-9.7% | $6,401+5.1% |
| Admin fee / account holder | $115,498 | $11,570+898.2% | $10,009+1054.0% | $11,431+910.4% |