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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 | $124,947 | $84,697+47.5% | $73,845+69.2% | $125,393-0.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.53% | 3123.66%-3124.2pp | 2267.91%-2268.4pp | 282.23%-282.8pp |
| Employer contribution / active EE | $8,764 | $3,123+180.6% | $2,788+214.4% | $4,866+80.1% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $9,334 | $5,692+64.0% | $4,881+91.2% | $9,541-2.2% |