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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 | $135,554 | $90,606+49.6% | $79,466+70.6% | $135,379+0.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.11% | 977.69%-980.8pp | 718.28%-721.4pp | 519.79%-522.9pp |
| Employer contribution / active EE | $9,721 | $3,068+216.9% | $2,800+247.2% | $4,779+103.4% |
| Participant deferral / active EE | $7,419 | $4,050+83.2% | $3,704+100.3% | $5,609+32.3% |
| Admin fee / account holder | $96,633 | $5,895+1539.3% | $5,104+1793.3% | $10,828+792.4% |