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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 | $147,258 | $88,585+66.2% | $69,884+110.7% | $134,532+9.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -11.68% | 442.80%-454.5pp | 190.81%-202.5pp | 418.27%-429.9pp |
| Employer contribution / active EE | $4,000 | $3,235+23.6% | $2,560+56.2% | $4,741-15.6% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,462 | $10,441+28.9% | $6,266+114.8% | $11,429+17.8% |