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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 | $236,160 | $90,607+160.6% | $79,467+197.2% | $135,380+74.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.72% | 977.74%-981.5pp | 718.30%-722.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $18,681 | $3,068+508.9% | $2,800+567.1% | $4,779+290.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,397 | $5,895-25.4% | $5,104-13.8% | $10,828-59.4% |