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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 | $208,826 | $104,116+100.6% | $71,089+193.8% | $135,380+54.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -7.34% | 1256.51%-1263.8pp | 650.65%-658.0pp | 519.81%-527.1pp |
| Employer contribution / active EE | $19,460 | $1,485+1210.5% | $1,088+1689.1% | $4,779+307.2% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,677 | $4,142+109.5% | $3,082+181.5% | $10,828-19.9% |