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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 | $114,851 | $97,729+17.5% | $83,830+37.0% | $135,379-15.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.45% | 1287.52%-1294.0pp | 850.97%-857.4pp | 519.79%-526.2pp |
| Employer contribution / active EE | $3,360 | $4,222-20.4% | $3,631-7.5% | $4,779-29.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,156 | $6,674+127.1% | $5,479+176.6% | $10,828+40.0% |