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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 | $51,835 | $138,078-62.5% | $125,363-58.7% | $134,509-61.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.93% | 750.49%-764.4pp | 572.15%-586.1pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,152 | $7,800+81.4% | $7,447+90.0% | $6,400+121.1% |
| Admin fee / account holder | $1,617 | $11,566-86.0% | $10,005-83.8% | $11,427-85.8% |