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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 | $93,066 | $138,102-32.6% | $125,381-25.8% | $134,532-30.8% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -20.32% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,001 | $7,801-10.3% | $7,448-6.0% | $6,401+9.4% |
| Admin fee / account holder | $1,496 | $11,568-87.1% | $10,007-85.0% | $11,429-86.9% |