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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 | $102,964 | $84,464+21.9% | $61,399+67.7% | $134,509-23.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.19% | 585.06%-601.3pp | 338.81%-355.0pp | 418.13%-434.3pp |
| Employer contribution / active EE | $5,101 | $1,545+230.2% | $1,159+339.9% | $4,741+7.6% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $987 | $2,587-61.8% | $2,131-53.7% | $11,427-91.4% |