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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 | $198,300 | $99,921+98.5% | $85,009+133.3% | $145,959+35.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 83.89%-83.9pp | 66.47%-66.5pp | 561.95%-561.9pp |
| Employer contribution / active EE | $16,569 | $3,233+412.5% | $2,728+507.3% | $4,661+255.5% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,090 | $7,252+39.1% | $6,153+64.0% | $13,398-24.7% |