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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 | $100,060 | $197,819-49.4% | $155,789-35.8% | $125,388-20.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.24% | 86.73%-90.0pp | 71.54%-74.8pp | 282.24%-285.5pp |
| Employer contribution / active EE | $5,263 | $4,850+8.5% | $3,839+37.1% | $4,866+8.1% |
| Participant deferral / active EE | $10,286 | $5,631+82.6% | $4,798+114.4% | $5,352+92.2% |
| Admin fee / account holder | $26,710 | $9,544+179.9% | $7,477+257.2% | $9,541+180.0% |