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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 | $75,118 | $190,879-60.6% | $160,009-53.1% | $134,532-44.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.97% | 552.63%-567.6pp | 408.85%-423.8pp | 418.27%-433.2pp |
| Employer contribution / active EE | $10,000 | $4,995+100.2% | $4,225+136.7% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,510 | $10,495-28.4% | $8,715-13.8% | $11,429-34.3% |