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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 | $111,209 | $138,114-19.5% | $125,391-11.3% | $134,545-17.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -18.49% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,809 | $7,801-38.3% | $7,448-35.4% | $6,401-24.9% |
| Admin fee / account holder | $999 | $11,570-91.4% | $10,009-90.0% | $11,431-91.3% |