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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 | $186,894 | $90,607+106.3% | $79,467+135.2% | $135,380+38.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.23% | 977.74%-980.0pp | 718.30%-720.5pp | 519.81%-522.0pp |
| Employer contribution / active EE | $16,973 | $3,068+453.3% | $2,800+506.1% | $4,779+255.2% |
| Participant deferral / active EE | $15,489 | $4,050+282.4% | $3,704+318.2% | $5,609+176.1% |
| Admin fee / account holder | $96,639 | $5,895+1539.3% | $5,104+1793.3% | $10,828+792.5% |