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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 | $59,114 | $138,078-57.2% | $125,363-52.8% | $134,509-56.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.38% | 750.49%-769.9pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,578 | $7,800-67.0% | $7,447-65.4% | $6,400-59.7% |
| Admin fee / account holder | $548 | $11,566-95.3% | $10,005-94.5% | $11,427-95.2% |