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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 | $240,723 | $92,684+159.7% | $82,706+191.1% | $134,509+79.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.62% | 945.84%-963.5pp | 701.76%-719.4pp | 418.13%-435.7pp |
| Employer contribution / active EE | $8,333 | $3,272+154.7% | $3,007+177.1% | $4,741+75.8% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,198 | $5,982-63.3% | $5,329-58.7% | $11,427-80.8% |