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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 | $45,642 | $138,078-66.9% | $125,363-63.6% | $134,509-66.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.38% | 750.49%-765.9pp | 572.15%-587.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $19,767 | $7,800+153.4% | $7,447+165.4% | $6,400+208.8% |
| Admin fee / account holder | $8,867 | $11,566-23.3% | $10,005-11.4% | $11,427-22.4% |