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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 | $92,743+100.3% | $82,744+124.5% | $134,532+38.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.33% | 946.63%-957.0pp | 702.22%-712.6pp | 418.27%-428.6pp |
| Employer contribution / active EE | $4,056 | $3,273+23.9% | $3,008+34.9% | $4,741-14.4% |
| Participant deferral / active EE | $3,896 | $4,802-18.9% | $4,395-11.3% | $6,401-39.1% |
| Admin fee / account holder | $92,461 | $5,977+1446.9% | $5,325+1636.4% | $11,429+709.0% |