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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 | $166,996 | $95,979+74.0% | $74,551+124.0% | $135,380+23.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.04% | 56.97%-60.0pp | 32.53%-35.6pp | 519.81%-522.8pp |
| Employer contribution / active EE | $13,636 | $2,716+402.0% | $1,961+595.4% | $4,779+185.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,896 | $6,522-9.6% | $5,059+16.5% | $10,828-45.5% |