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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 | $155,857 | $67,396+131.3% | $60,919+155.8% | $134,545+15.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.90% | 50.12%-61.0pp | 16.96%-27.9pp | 418.37%-429.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,467 | $4,534-67.6% | $3,814-61.5% | $6,401-77.1% |
| Admin fee / account holder | $12,770 | $4,590+178.2% | $3,228+295.6% | $11,431+11.7% |