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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 | $77,734 | $138,102-43.7% | $125,381-38.0% | $134,532-42.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.53% | 750.73%-766.3pp | 572.31%-587.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,596 | $7,801+35.8% | $7,448+42.3% | $6,401+65.5% |
| Admin fee / account holder | $23,215 | $11,568+100.7% | $10,007+132.0% | $11,429+103.1% |