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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 | $149,966 | $106,557+40.7% | $91,227+64.4% | $134,545+11.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -6.17% | 160.81%-167.0pp | 114.14%-120.3pp | 418.37%-424.5pp |
| Employer contribution / active EE | $5,714 | $3,332+71.5% | $2,851+100.4% | $4,742+20.5% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,851 | $6,235-70.3% | $5,423-65.9% | $11,431-83.8% |