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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 | $86,426 | $168,635-48.7% | $147,617-41.5% | $125,389-31.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.81% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $13,220 | $6,252+111.4% | $5,564+137.6% | $4,866+171.7% |
| Participant deferral / active EE | $7,957 | $5,507+44.5% | $4,895+62.5% | $5,352+48.7% |
| Admin fee / account holder | $1,854 | $13,580-86.3% | $11,612-84.0% | $9,541-80.6% |