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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 | $243,447 | $92,743+162.5% | $82,744+194.2% | $134,532+81.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.00% | 946.63%-952.6pp | 702.22%-708.2pp | 418.27%-424.3pp |
| Employer contribution / active EE | $20,379 | $3,273+522.7% | $3,008+577.5% | $4,741+329.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,315 | $5,977-61.3% | $5,325-56.5% | $11,429-79.7% |