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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 | $134,011 | $160,059-16.3% | $140,019-4.3% | $135,380-1.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -0.89% | 911.48%-912.4pp | 651.17%-652.1pp | 519.81%-520.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,359 | $7,641+35.6% | $6,927+49.6% | $5,609+84.7% |
| Admin fee / account holder | $86,129 | $13,328+546.2% | $10,705+704.5% | $10,828+695.4% |