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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 | $99,933 | $131,835-24.2% | $108,582-8.0% | $273,972-63.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 381.60% | -91.57%+473.2pp | -51.70%+433.3pp | 41.46%+340.1pp |
| Employer contribution / active EE | $10,909 | $4,913+122.1% | $3,758+190.3% | $4,869+124.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,788 | $10,253-63.1% | $7,645-50.5% | $10,133-62.6% |