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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 | $39,155 | $168,635-76.8% | $147,617-73.5% | $125,389-68.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.02% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.3pp |
| Employer contribution / active EE | $11,591 | $6,252+85.4% | $5,564+108.3% | $4,866+138.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,344 | $13,580+49.8% | $11,612+75.2% | $9,541+113.2% |