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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 | $120,157 | $67,396+78.3% | $60,919+97.2% | $134,545-10.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.69% | 50.12%-60.8pp | 16.96%-27.7pp | 418.37%-429.1pp |
| Employer contribution / active EE | $16,403 | $3,101+428.9% | $2,704+506.7% | $4,742+245.9% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,188 | $4,590+78.4% | $3,228+153.7% | $11,431-28.4% |