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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 | $150,114 | $90,606+65.7% | $79,466+88.9% | $135,379+10.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.27% | 977.69%-986.0pp | 718.28%-726.6pp | 519.79%-528.1pp |
| Employer contribution / active EE | $20,489 | $3,068+567.9% | $2,800+631.7% | $4,779+328.7% |
| Participant deferral / active EE | $10,651 | $4,050+163.0% | $3,704+187.6% | $5,609+89.9% |
| Admin fee / account holder | $43,824 | $5,895+643.4% | $5,104+758.6% | $10,828+304.7% |