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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 | $176,191 | $90,320+95.1% | $59,496+196.1% | $125,389+40.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.44% | 369.13%-372.6pp | 182.05%-185.5pp | 282.24%-285.7pp |
| Employer contribution / active EE | $12,000 | $1,792+569.8% | $1,153+940.8% | $4,866+146.6% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,926 | $3,063+191.4% | $2,232+299.9% | $9,541-6.4% |