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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 | $113,066 | $138,078-18.1% | $125,363-9.8% | $134,509-15.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.22% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,663 | $7,800+36.7% | $7,447+43.2% | $6,400+66.6% |
| Admin fee / account holder | $1,475 | $11,566-87.2% | $10,005-85.3% | $11,427-87.1% |