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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 | $141,564 | $90,606+56.2% | $79,466+78.1% | $135,379+4.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.35% | 977.69%-984.0pp | 718.28%-724.6pp | 519.79%-526.1pp |
| Employer contribution / active EE | $26,758 | $3,068+772.2% | $2,800+855.6% | $4,779+459.9% |
| Participant deferral / active EE | $8,479 | $4,050+109.3% | $3,704+128.9% | $5,609+51.2% |
| Admin fee / account holder | $12,870 | $5,895+118.3% | $5,104+152.2% | $10,828+18.9% |