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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 | $50,523 | $168,635-70.0% | $147,617-65.8% | $125,389-59.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.55% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $25,697 | $6,252+311.0% | $5,564+361.8% | $4,866+428.1% |
| Participant deferral / active EE | $18,000 | $5,507+226.9% | $4,895+267.7% | $5,352+236.3% |
| Admin fee / account holder | $2,089 | $13,580-84.6% | $11,612-82.0% | $9,541-78.1% |