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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 | $212,846 | $90,607+134.9% | $79,467+167.8% | $135,380+57.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.68% | 977.74%-986.4pp | 718.30%-727.0pp | 519.81%-528.5pp |
| Employer contribution / active EE | $9,818 | $3,068+220.0% | $2,800+250.6% | $4,779+105.4% |
| Participant deferral / active EE | $9,768 | $4,050+141.1% | $3,704+163.7% | $5,609+74.1% |
| Admin fee / account holder | $9,751 | $5,895+65.4% | $5,104+91.0% | $10,828-9.9% |