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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 | $102,685 | $82,630+24.3% | $64,105+60.2% | $125,388-18.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.04% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $6,750 | $2,671+152.7% | $1,820+270.9% | $4,866+38.7% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $68,258 | $6,382+969.6% | $4,499+1417.1% | $9,541+615.4% |