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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 | $18,182 | $138,114-86.8% | $125,391-85.5% | $134,545-86.5% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -20.61% | 750.88%-771.5pp | 572.41%-593.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,029 | $7,801-61.2% | $7,448-59.3% | $6,401-52.7% |
| Admin fee / account holder | $2,319 | $11,570-80.0% | $10,009-76.8% | $11,431-79.7% |