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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 | $186,190 | $92,743+100.8% | $82,744+125.0% | $134,532+38.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -2.42% | 946.63%-949.0pp | 702.22%-704.6pp | 418.27%-420.7pp |
| Employer contribution / active EE | $15,266 | $3,273+366.5% | $3,008+407.5% | $4,741+222.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $304,890 | $5,977+5000.8% | $5,325+5625.9% | $11,429+2567.8% |