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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 | $141,912 | $168,636-15.8% | $147,618-3.9% | $125,388+13.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.59% | 77.65%-79.2pp | 61.98%-63.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $12,500 | $6,252+99.9% | $5,565+124.6% | $4,866+156.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,710 | $13,580-65.3% | $11,612-59.4% | $9,541-50.6% |