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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 | $178,951 | $92,743+93.0% | $82,744+116.3% | $134,532+33.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.63% | 946.63%-956.3pp | 702.22%-711.8pp | 418.27%-427.9pp |
| Employer contribution / active EE | $3,670 | $3,273+12.2% | $3,008+22.0% | $4,741-22.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,435 | $5,977+57.8% | $5,325+77.2% | $11,429-17.4% |