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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 | $103,975 | $95,975+8.3% | $74,549+39.5% | $135,379-23.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.86% | 56.96%-60.8pp | 32.53%-36.4pp | 519.79%-523.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,895 | $3,844+1.3% | $3,108+25.3% | $5,609-30.6% |
| Admin fee / account holder | $47,051 | $6,522+621.4% | $5,059+830.0% | $10,828+334.5% |