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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 | $147,095 | $90,607+62.3% | $79,467+85.1% | $135,380+8.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.43% | 977.74%-979.2pp | 718.30%-719.7pp | 519.81%-521.2pp |
| Employer contribution / active EE | $23,000 | $3,068+649.7% | $2,800+721.4% | $4,779+381.3% |
| Participant deferral / active EE | $24,500 | $4,050+504.9% | $3,704+561.5% | $5,609+336.8% |
| Admin fee / account holder | $12,524 | $5,895+112.4% | $5,104+145.4% | $10,828+15.7% |