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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 | $231,127 | $168,635+37.1% | $147,617+56.6% | $125,389+84.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.09% | 77.65%-80.7pp | 61.98%-65.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $13,049 | $6,252+108.7% | $5,564+134.5% | $4,866+168.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,100 | $13,580-91.9% | $11,612-90.5% | $9,541-88.5% |