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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 | $165,086 | $135,645+21.7% | $110,243+49.7% | $135,379+21.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.82% | 513.24%-521.1pp | 314.76%-322.6pp | 519.79%-527.6pp |
| Employer contribution / active EE | $48,412 | $4,907+886.6% | $3,827+1165.1% | $4,779+913.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,407 | $11,458-26.6% | $8,548-1.7% | $10,828-22.4% |