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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 | $207,012 | $90,607+128.5% | $79,467+160.5% | $135,380+52.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.81% | 977.74%-984.5pp | 718.30%-725.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $9,924 | $3,068+223.5% | $2,800+254.4% | $4,779+107.7% |
| Participant deferral / active EE | $8,292 | $4,050+104.7% | $3,704+123.9% | $5,609+47.8% |
| Admin fee / account holder | $11,302 | $5,895+91.7% | $5,104+121.4% | $10,828+4.4% |