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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 | $150,906 | $138,076+9.3% | $123,553+22.1% | $135,380+11.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.06% | 153.70%-154.8pp | 119.21%-120.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $13,750 | $5,152+166.9% | $4,628+197.1% | $4,779+187.7% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,225 | $10,917-61.3% | $9,284-54.5% | $10,828-61.0% |