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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 | $122,103 | $90,607+34.8% | $79,467+53.7% | $135,380-9.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.16% | 977.74%-981.9pp | 718.30%-722.5pp | 519.81%-524.0pp |
| Employer contribution / active EE | $17,709 | $3,068+477.3% | $2,800+532.4% | $4,779+270.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23,092 | $5,895+291.7% | $5,104+352.4% | $10,828+113.3% |