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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 | $60,178 | $138,114-56.4% | $125,391-52.0% | $134,545-55.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.66% | 750.88%-765.5pp | 572.41%-587.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $997 | $5,246-81.0% | $4,816-79.3% | $4,742-79.0% |
| Participant deferral / active EE | $13,665 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $127,243 | $11,570+999.8% | $10,009+1171.3% | $11,431+1013.2% |