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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 | $108,657 | $95,979+13.2% | $74,551+45.7% | $135,380-19.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.27% | 56.97%-59.2pp | 32.53%-34.8pp | 519.81%-522.1pp |
| Employer contribution / active EE | $20,520 | $2,716+655.5% | $1,961+946.4% | $4,779+329.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $67,482 | $6,522+934.7% | $5,059+1233.9% | $10,828+523.2% |