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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 | $172,501 | $88,596+94.7% | $70,098+146.1% | $134,509+28.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -13.81% | 442.67%-456.5pp | 190.76%-204.6pp | 418.13%-431.9pp |
| Employer contribution / active EE | $5,263 | $3,235+62.7% | $2,560+105.6% | $4,741+11.0% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,047 | $10,441+5.8% | $6,266+76.3% | $11,427-3.3% |