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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 | $118,014 | $168,635-30.0% | $147,617-20.1% | $125,389-5.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.18% | 77.65%-77.8pp | 61.98%-62.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $12,233 | $6,252+95.7% | $5,564+119.8% | $4,866+151.4% |
| Participant deferral / active EE | $8,060 | $5,507+46.4% | $4,895+64.6% | $5,352+50.6% |
| Admin fee / account holder | $1,549 | $13,580-88.6% | $11,612-86.7% | $9,541-83.8% |