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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 | $105,187 | $92,743+13.4% | $82,744+27.1% | $134,532-21.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.82% | 946.63%-955.5pp | 702.22%-711.0pp | 418.27%-427.1pp |
| Employer contribution / active EE | $29,659 | $3,273+806.3% | $3,008+886.0% | $4,741+525.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $156,131 | $5,977+2512.0% | $5,325+2832.1% | $11,429+1266.1% |