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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 | $191,320 | $138,075+38.6% | $123,552+54.9% | $135,379+41.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $8,000 | $5,152+55.3% | $4,628+72.9% | $4,779+67.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,519 | $10,917-67.8% | $9,285-62.1% | $10,828-67.5% |