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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 | $181,466 | $90,606+100.3% | $79,466+128.4% | $135,379+34.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.31% | 977.69%-980.0pp | 718.28%-720.6pp | 519.79%-522.1pp |
| Employer contribution / active EE | $11,965 | $3,068+290.0% | $2,800+327.3% | $4,779+150.4% |
| Participant deferral / active EE | $17,047 | $4,050+320.9% | $3,704+360.3% | $5,609+203.9% |
| Admin fee / account holder | $204,324 | $5,895+3366.2% | $5,104+3903.2% | $10,828+1787.0% |