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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 | $164,020 | $190,916-14.1% | $160,037+2.5% | $134,545+21.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.51% | 552.79%-572.3pp | 408.95%-428.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $17,272 | $4,996+245.7% | $4,226+308.7% | $4,742+264.3% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $38,194 | $10,497+263.9% | $8,716+338.2% | $11,431+234.1% |