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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 | $151,924 | $190,862-20.4% | $159,991-5.0% | $134,509+12.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.66% | 552.59%-561.3pp | 408.82%-417.5pp | 418.13%-426.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,500 | $6,924+95.0% | $6,183+118.4% | $6,400+110.9% |
| Admin fee / account holder | $1,381 | $10,495-86.8% | $8,715-84.2% | $11,427-87.9% |