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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 | $91,009 | $138,102-34.1% | $125,381-27.4% | $134,532-32.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -20.34% | 750.73%-771.1pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,479 | $7,801-29.8% | $7,448-26.4% | $6,401-14.4% |
| Admin fee / account holder | $2,286 | $11,568-80.2% | $10,007-77.2% | $11,429-80.0% |