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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 | $59,257 | $160,059-63.0% | $140,019-57.7% | $135,380-56.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -2.08% | 911.48%-913.6pp | 651.17%-653.2pp | 519.81%-521.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,168 | $7,641-45.4% | $6,927-39.8% | $5,609-25.7% |
| Admin fee / account holder | $462 | $13,328-96.5% | $10,705-95.7% | $10,828-95.7% |