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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 | $215,670 | $90,607+138.0% | $79,467+171.4% | $135,380+59.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.96% | 977.74%-980.7pp | 718.30%-721.3pp | 519.81%-522.8pp |
| Employer contribution / active EE | $10,053 | $3,068+227.7% | $2,800+259.0% | $4,779+110.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $864 | $5,895-85.3% | $5,104-83.1% | $10,828-92.0% |