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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 | $110,630 | $190,879-42.0% | $160,009-30.9% | $134,532-17.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.71% | 552.63%-567.3pp | 408.85%-423.6pp | 418.27%-433.0pp |
| Employer contribution / active EE | $24,714 | $4,995+394.8% | $4,225+484.9% | $4,741+421.3% |
| Participant deferral / active EE | $12,314 | $6,924+77.8% | $6,183+99.1% | $6,401+92.4% |
| Admin fee / account holder | $898 | $10,495-91.4% | $8,715-89.7% | $11,429-92.1% |