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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 | $180,562 | $90,606+99.3% | $79,466+127.2% | $135,379+33.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.87% | 977.69%-984.6pp | 718.28%-725.2pp | 519.79%-526.7pp |
| Employer contribution / active EE | $27,583 | $3,068+799.1% | $2,800+885.0% | $4,779+477.2% |
| Participant deferral / active EE | $2,277 | $4,050-43.8% | $3,704-38.5% | $5,609-59.4% |
| Admin fee / account holder | $2,553 | $5,895-56.7% | $5,104-50.0% | $10,828-76.4% |