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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 | $140,411 | $180,462-22.2% | $154,111-8.9% | $135,379+3.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.07% | 888.17%-891.2pp | 735.18%-738.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $5,000 | $6,036-17.2% | $5,298-5.6% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,908 | $16,145-88.2% | $13,411-85.8% | $10,828-82.4% |