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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 | $246,681 | $92,766+165.9% | $82,763+198.1% | $134,545+83.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -12.86% | 946.97%-959.8pp | 702.45%-715.3pp | 418.37%-431.2pp |
| Employer contribution / active EE | $14,632 | $3,273+347.0% | $3,008+386.4% | $4,742+208.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $82,011 | $5,978+1272.0% | $5,325+1440.1% | $11,431+617.5% |