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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 | $106,395 | $168,635-36.9% | $147,617-27.9% | $125,389-15.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $13,000 | $6,252+107.9% | $5,564+133.6% | $4,866+167.1% |
| Participant deferral / active EE | $8,650 | $5,507+57.1% | $4,895+76.7% | $5,352+61.6% |
| Admin fee / account holder | $378 | $13,580-97.2% | $11,612-96.7% | $9,541-96.0% |