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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 | $127,112 | $93,098+36.5% | $77,081+64.9% | $134,509-5.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -2.61% | 62.63%-65.2pp | 42.33%-44.9pp | 418.13%-420.7pp |
| Employer contribution / active EE | $4,000 | $3,419+17.0% | $2,813+42.2% | $4,741-15.6% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,853 | $6,945-58.9% | $5,427-47.4% | $11,427-75.0% |