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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 | $179,967 | $135,645+32.7% | $110,243+63.2% | $135,380+32.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.95% | 513.24%-519.2pp | 314.76%-320.7pp | 519.81%-525.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,000 | $5,507+172.4% | $4,672+221.0% | $5,609+167.4% |
| Admin fee / account holder | $10,346 | $11,458-9.7% | $8,548+21.0% | $10,828-4.5% |