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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 | $242,164 | $135,645+78.5% | $110,243+119.7% | $135,380+78.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.34% | 513.24%-520.6pp | 314.76%-322.1pp | 519.81%-527.1pp |
| Employer contribution / active EE | $19,000 | $4,907+287.2% | $3,827+396.5% | $4,779+297.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22,338 | $11,458+95.0% | $8,548+161.3% | $10,828+106.3% |