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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 | $111,606 | $138,114-19.2% | $125,391-11.0% | $134,545-17.0% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -4.80% | 750.88%-755.7pp | 572.41%-577.2pp | 418.37%-423.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,500 | $7,801+47.4% | $7,448+54.4% | $6,401+79.6% |
| Admin fee / account holder | $1,819 | $11,570-84.3% | $10,009-81.8% | $11,431-84.1% |