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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 | $201,862 | $84,685+138.4% | $73,836+173.4% | $125,389+61.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.84% | 3123.80%-3123.0pp | 2268.06%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $27,675 | $3,123+786.1% | $2,787+892.8% | $4,866+468.7% |
| Participant deferral / active EE | $4,933 | $3,993+23.6% | $3,583+37.7% | $5,352-7.8% |
| Admin fee / account holder | $53,613 | $5,694+841.6% | $4,882+998.2% | $9,541+461.9% |