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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 | $63,692 | $168,635-62.2% | $147,617-56.9% | $125,389-49.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.32% | 77.65%-81.0pp | 61.98%-65.3pp | 282.24%-285.6pp |
| Employer contribution / active EE | $8,384 | $6,252+34.1% | $5,564+50.7% | $4,866+72.3% |
| Participant deferral / active EE | $8,795 | $5,507+59.7% | $4,895+79.7% | $5,352+64.4% |
| Admin fee / account holder | $775 | $13,580-94.3% | $11,612-93.3% | $9,541-91.9% |