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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 | $203,436 | $138,072+47.3% | $123,549+64.7% | $135,382+50.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.83% | 153.69%-160.5pp | 119.20%-126.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $26,162 | $5,152+407.8% | $4,628+465.3% | $4,779+447.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,893 | $10,917-82.7% | $9,284-79.6% | $10,829-82.5% |