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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 | $198,406 | $92,743+113.9% | $82,744+139.8% | $134,532+47.5% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -19.46% | 946.63%-966.1pp | 702.22%-721.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $9,182 | $3,273+180.6% | $3,008+205.2% | $4,741+93.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,095 | $5,977+135.8% | $5,325+164.7% | $11,429+23.3% |