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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 | $163,542 | $90,600+80.5% | $79,464+105.8% | $135,377+20.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.26% | 977.43%-982.7pp | 718.14%-723.4pp | 519.75%-525.0pp |
| Employer contribution / active EE | $3,000 | $3,068-2.2% | $2,800+7.1% | $4,779-37.2% |
| Participant deferral / active EE | $22,045 | $4,050+444.3% | $3,704+495.2% | $5,609+293.0% |
| Admin fee / account holder | $26,489 | $5,907+348.4% | $5,113+418.1% | $10,828+144.6% |