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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 | $100,428 | $160,059-37.3% | $140,019-28.3% | $135,380-25.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -1.15% | 911.48%-912.6pp | 651.17%-652.3pp | 519.81%-521.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,875 | $7,641+120.9% | $6,927+143.6% | $5,609+200.9% |
| Admin fee / account holder | $472 | $13,328-96.5% | $10,705-95.6% | $10,828-95.6% |