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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 | $219,735 | $135,645+62.0% | $110,243+99.3% | $135,380+62.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.33% | 513.24%-516.6pp | 314.76%-318.1pp | 519.81%-523.1pp |
| Employer contribution / active EE | $11,111 | $4,907+126.4% | $3,827+190.4% | $4,779+132.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,709 | $11,458-76.4% | $8,548-68.3% | $10,828-75.0% |