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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 | $112,096 | $168,635-33.5% | $147,617-24.1% | $125,389-10.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.00% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $24,000 | $6,252+283.9% | $5,564+331.3% | $4,866+393.2% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $2,486 | $13,580-81.7% | $11,612-78.6% | $9,541-73.9% |