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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 | $138,423 | $106,557+29.9% | $91,227+51.7% | $134,545+2.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -5.24% | 160.81%-166.1pp | 114.14%-119.4pp | 418.37%-423.6pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,915 | $4,719-59.4% | $4,234-54.8% | $6,401-70.1% |
| Admin fee / account holder | $4,284 | $6,235-31.3% | $5,423-21.0% | $11,431-62.5% |