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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 | $146,885 | $190,879-23.0% | $160,009-8.2% | $134,532+9.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.24% | 552.63%-559.9pp | 408.85%-416.1pp | 418.27%-425.5pp |
| Employer contribution / active EE | $15,219 | $4,995+204.7% | $4,225+260.2% | $4,741+221.0% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $41,803 | $10,495+298.3% | $8,715+379.7% | $11,429+265.8% |