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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 | $211,641 | $92,684+128.3% | $82,706+155.9% | $134,509+57.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.28% | 945.84%-965.1pp | 701.76%-721.0pp | 418.13%-437.4pp |
| Employer contribution / active EE | $4,000 | $3,272+22.3% | $3,007+33.0% | $4,741-15.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,202 | $5,982+37.1% | $5,329+53.9% | $11,427-28.2% |