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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 | $146,161 | $90,617+61.3% | $79,476+83.9% | $135,382+8.0% |
| Participation rate | 94.7% | 76.1%+18.7pp | 73.3%+21.4pp | 82.6%+12.1pp |
| Annual return | -5.58% | 977.57%-983.1pp | 718.21%-723.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $7,895 | $3,068+157.3% | $2,800+181.9% | $4,779+65.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,813 | $5,907+252.3% | $5,113+307.0% | $10,829+92.2% |