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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 | $70,413 | $190,862-63.1% | $159,991-56.0% | $134,509-47.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.86% | 552.59%-571.4pp | 408.82%-427.7pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,850 | $6,924-30.0% | $6,183-21.6% | $6,400-24.2% |
| Admin fee / account holder | $324 | $10,495-96.9% | $8,715-96.3% | $11,427-97.2% |