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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 | $97,130 | $91,537+6.1% | $130,045-25.3% | $75,173+29.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 143.33% | -631.55%+774.9pp | -137.30%+280.6pp | 160.72%-17.4pp |
| Employer contribution / active EE | $2,439 | $2,845-14.3% | $4,321-43.6% | $2,671-8.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,527 | $6,780-62.7% | $10,600-76.2% | $5,651-55.3% |