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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 | $146,301 | $97,729+49.7% | $83,830+74.5% | $135,379+8.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.79% | 1287.52%-1289.3pp | 850.97%-852.8pp | 519.79%-521.6pp |
| Employer contribution / active EE | $17,658 | $4,222+318.3% | $3,631+386.3% | $4,779+269.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $493,236 | $6,674+7290.0% | $5,479+8902.9% | $10,828+4455.2% |