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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 | $85,519 | $168,636-49.3% | $147,617-42.1% | $125,393-31.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.37% | 77.65%-80.0pp | 61.98%-64.4pp | 282.23%-284.6pp |
| Employer contribution / active EE | $15,928 | $6,252+154.8% | $5,565+186.2% | $4,866+227.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $703 | $13,580-94.8% | $11,611-93.9% | $9,541-92.6% |