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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 | $212,898 | $90,607+135.0% | $79,467+167.9% | $135,380+57.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.69% | 977.74%-981.4pp | 718.30%-722.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $9,000 | $3,068+193.4% | $2,800+221.4% | $4,779+88.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,333 | $5,895+58.3% | $5,104+82.8% | $10,828-13.8% |