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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 | $64,653 | $138,102-53.2% | $125,381-48.4% | $134,532-51.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -14.29% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,146 | $7,801-34.0% | $7,448-30.9% | $6,401-19.6% |
| Admin fee / account holder | $30,085 | $11,568+160.1% | $10,007+200.6% | $11,429+163.2% |