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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 | $164,048 | $92,766+76.8% | $82,763+98.2% | $134,545+21.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.67% | 946.97%-957.6pp | 702.45%-713.1pp | 418.37%-429.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,474 | $4,802+118.1% | $4,395+138.3% | $6,401+63.6% |
| Admin fee / account holder | $10,233 | $5,978+71.2% | $5,325+92.2% | $11,431-10.5% |