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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 | $89,484 | $168,636-46.9% | $147,618-39.4% | $125,388-28.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.37% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.6pp |
| Employer contribution / active EE | $9,414 | $6,252+50.6% | $5,565+69.2% | $4,866+93.4% |
| Participant deferral / active EE | $5,657 | $5,507+2.7% | $4,895+15.6% | $5,352+5.7% |
| Admin fee / account holder | $113,759 | $13,580+737.7% | $11,612+879.7% | $9,541+1092.4% |