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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 | $64,924 | $138,114-53.0% | $125,391-48.2% | $134,545-51.7% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -14.58% | 750.88%-765.5pp | 572.41%-587.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,499 | $7,801-3.9% | $7,448+0.7% | $6,401+17.1% |
| Admin fee / account holder | $33,450 | $11,570+189.1% | $10,009+234.2% | $11,431+192.6% |