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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 | $50,611 | $91,536-44.7% | $130,062-61.1% | $75,177-32.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 101.32% | -631.62%+732.9pp | -137.37%+238.7pp | 160.75%-59.4pp |
| Employer contribution / active EE | $7,205 | $2,845+153.2% | $4,322+66.7% | $2,671+169.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,631 | $6,780-46.4% | $10,601-65.7% | $5,651-35.8% |