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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 | $185,766 | $92,684+100.4% | $82,706+124.6% | $134,509+38.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.33% | 945.84%-956.2pp | 701.76%-712.1pp | 418.13%-428.5pp |
| Employer contribution / active EE | $4,056 | $3,272+24.0% | $3,007+34.9% | $4,741-14.4% |
| Participant deferral / active EE | $3,896 | $4,800-18.8% | $4,394-11.3% | $6,400-39.1% |
| Admin fee / account holder | $92,461 | $5,982+1445.7% | $5,329+1635.2% | $11,427+709.2% |