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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 | $128,316 | $84,685+51.5% | $73,836+73.8% | $125,389+2.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.67% | 3123.80%-3123.1pp | 2268.06%-2267.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $20,000 | $3,123+540.3% | $2,787+617.5% | $4,866+311.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,817 | $5,694+107.5% | $4,882+142.1% | $9,541+23.9% |