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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 | $72,035 | $168,635-57.3% | $147,617-51.2% | $125,389-42.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.42% | 77.65%-78.1pp | 61.98%-62.4pp | 282.24%-282.7pp |
| Employer contribution / active EE | $13,143 | $6,252+110.2% | $5,564+136.2% | $4,866+170.1% |
| Participant deferral / active EE | $8,399 | $5,507+52.5% | $4,895+71.6% | $5,352+57.0% |
| Admin fee / account holder | $1,296 | $13,580-90.5% | $11,612-88.8% | $9,541-86.4% |