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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 | $144,440 | $97,761+47.7% | $83,850+72.3% | $135,382+6.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.26% | 1287.44%-1290.7pp | 850.92%-854.2pp | 519.77%-523.0pp |
| Employer contribution / active EE | $12,760 | $4,222+202.3% | $3,631+251.4% | $4,779+167.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,596 | $6,674-76.1% | $5,478-70.9% | $10,829-85.3% |