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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 | $194,127 | $90,607+114.3% | $79,467+144.3% | $135,380+43.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.81% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $7,005 | $3,068+128.3% | $2,800+150.1% | $4,779+46.6% |
| Participant deferral / active EE | $19,200 | $4,050+374.0% | $3,704+418.4% | $5,609+242.3% |
| Admin fee / account holder | $64,347 | $5,895+991.6% | $5,104+1160.7% | $10,828+494.3% |