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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 | $138,078-19.2% | $125,363-11.0% | $134,509-17.0% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -4.80% | 750.49%-755.3pp | 572.15%-576.9pp | 418.13%-422.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,500 | $7,800+47.4% | $7,447+54.4% | $6,400+79.7% |
| Admin fee / account holder | $1,819 | $11,566-84.3% | $10,005-81.8% | $11,427-84.1% |