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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 | $101,330 | $135,645-25.3% | $110,243-8.1% | $135,380-25.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.66% | 513.24%-516.9pp | 314.76%-318.4pp | 519.81%-523.5pp |
| Employer contribution / active EE | $9,529 | $4,907+94.2% | $3,827+149.0% | $4,779+99.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,281 | $11,458+77.0% | $8,548+137.3% | $10,828+87.3% |