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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 | $138,102-18.1% | $125,381-9.8% | $134,532-16.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -18.22% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,663 | $7,801+36.7% | $7,448+43.2% | $6,401+66.6% |
| Admin fee / account holder | $1,475 | $11,568-87.3% | $10,007-85.3% | $11,429-87.1% |