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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 | $64,748 | $138,102-53.1% | $125,381-48.4% | $134,532-51.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.64% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $18,068 | $7,801+131.6% | $7,448+142.6% | $6,401+182.3% |
| Admin fee / account holder | $306 | $11,568-97.4% | $10,007-96.9% | $11,429-97.3% |