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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 | $83,422 | $138,102-39.6% | $125,381-33.5% | $134,532-38.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.03% | 750.73%-750.8pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $27,000 | $5,245+414.7% | $4,815+460.7% | $4,741+469.5% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $444 | $11,568-96.2% | $10,007-95.6% | $11,429-96.1% |