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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 | $191,412 | $92,766+106.3% | $82,763+131.3% | $134,545+42.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.10% | 946.97%-967.1pp | 702.45%-722.5pp | 418.37%-438.5pp |
| Employer contribution / active EE | $19,500 | $3,273+495.8% | $3,008+548.2% | $4,742+311.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,903 | $5,978-68.2% | $5,325-64.3% | $11,431-83.4% |