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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 | $73,584 | $168,636-56.4% | $147,617-50.2% | $125,393-41.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.05% | 77.65%-78.7pp | 61.98%-63.0pp | 282.23%-283.3pp |
| Employer contribution / active EE | $10,213 | $6,252+63.3% | $5,565+83.5% | $4,866+109.9% |
| Participant deferral / active EE | $9,143 | $5,507+66.0% | $4,895+86.8% | $5,351+70.8% |
| Admin fee / account holder | $906 | $13,580-93.3% | $11,611-92.2% | $9,541-90.5% |