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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 | $226,918 | $95,979+136.4% | $74,551+204.4% | $135,380+67.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.13% | 56.97%-61.1pp | 32.53%-36.7pp | 519.81%-523.9pp |
| Employer contribution / active EE | $4,567 | $2,716+68.1% | $1,961+132.9% | $4,779-4.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,049 | $6,522+8.1% | $5,059+39.3% | $10,828-34.9% |