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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 | $180,895 | $92,766+95.0% | $82,763+118.6% | $134,545+34.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.28% | 946.97%-960.3pp | 702.45%-715.7pp | 418.37%-431.6pp |
| Employer contribution / active EE | $14,071 | $3,273+329.9% | $3,008+367.8% | $4,742+196.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,990 | $5,978-50.0% | $5,325-43.8% | $11,431-73.8% |