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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 | $213,633 | $90,607+135.8% | $79,467+168.8% | $135,380+57.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.46% | 977.74%-981.2pp | 718.30%-721.8pp | 519.81%-523.3pp |
| Employer contribution / active EE | $12,431 | $3,068+305.2% | $2,800+343.9% | $4,779+160.1% |
| Participant deferral / active EE | $12,321 | $4,050+204.2% | $3,704+232.7% | $5,609+119.7% |
| Admin fee / account holder | $41,810 | $5,895+609.2% | $5,104+719.1% | $10,828+286.1% |