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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 | $227,243 | $135,645+67.5% | $110,243+106.1% | $135,380+67.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.36% | 513.24%-519.6pp | 314.76%-321.1pp | 519.81%-526.2pp |
| Employer contribution / active EE | $15,000 | $4,907+205.7% | $3,827+292.0% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,232 | $11,458-80.5% | $8,548-73.9% | $10,828-79.4% |