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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 | $152,215 | $106,549+42.9% | $91,225+66.9% | $134,509+13.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -2.72% | 160.73%-163.5pp | 114.10%-116.8pp | 418.13%-420.9pp |
| Employer contribution / active EE | $2,500 | $3,331-25.0% | $2,851-12.3% | $4,741-47.3% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,753 | $6,234-71.9% | $5,422-67.7% | $11,427-84.7% |