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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 | $20,277 | $138,102-85.3% | $125,381-83.8% | $134,532-84.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.34% | 750.73%-770.1pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,198 | $7,801-46.2% | $7,448-43.6% | $6,401-34.4% |
| Admin fee / account holder | $8,405 | $11,568-27.3% | $10,007-16.0% | $11,429-26.5% |