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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 | $111,138 | $107,941+3.0% | $91,994+20.8% | $152,909-27.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $23,291 | $4,212+453.0% | $3,453+574.6% | $4,764+388.9% |
| Participant deferral / active EE | $11,854 | $6,366+86.2% | $5,924+100.1% | $5,851+102.6% |
| Admin fee / account holder | $468 | $10,521-95.6% | $7,744-94.0% | $11,601-96.0% |