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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 | $72,545 | $138,072-47.5% | $123,549-41.3% | $135,382-46.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -3.80% | 153.69%-157.5pp | 119.20%-123.0pp | 519.77%-523.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,646 | $6,799-31.7% | $6,426-27.7% | $5,609-17.2% |
| Admin fee / account holder | $670 | $10,917-93.9% | $9,284-92.8% | $10,829-93.8% |