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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 | $212,273 | $168,636+25.9% | $147,618+43.8% | $125,388+69.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.53% | 77.65%-81.2pp | 61.98%-65.5pp | 282.24%-285.8pp |
| Employer contribution / active EE | $6,250 | $6,2520% | $5,565+12.3% | $4,866+28.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,183 | $13,580-69.2% | $11,612-64.0% | $9,541-56.2% |