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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 | $215,236 | $90,617+137.5% | $79,476+170.8% | $135,382+59.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.07% | 977.57%-985.6pp | 718.21%-726.3pp | 519.77%-527.8pp |
| Employer contribution / active EE | $8,400 | $3,068+173.8% | $2,800+200.0% | $4,779+75.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,712 | $5,907-71.0% | $5,113-66.5% | $10,829-84.2% |