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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 | $149,863 | $92,766+61.5% | $82,763+81.1% | $134,545+11.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -15.63% | 946.97%-962.6pp | 702.45%-718.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $8,519 | $3,273+160.3% | $3,008+183.2% | $4,742+79.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,556 | $5,978+26.4% | $5,325+41.9% | $11,431-33.9% |