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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 | $224,873 | $168,635+33.3% | $147,617+52.3% | $125,389+79.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.56% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $12,028 | $6,252+92.4% | $5,564+116.2% | $4,866+147.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,667 | $13,580-73.0% | $11,612-68.4% | $9,541-61.6% |