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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 | $197,462 | $90,617+117.9% | $79,476+148.5% | $135,382+45.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.35% | 977.57%-982.9pp | 718.21%-723.6pp | 519.77%-525.1pp |
| Employer contribution / active EE | $11,465 | $3,068+273.7% | $2,800+309.4% | $4,779+139.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,494 | $5,907+77.6% | $5,113+105.2% | $10,829-3.1% |