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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 | $120,410 | $105,866+13.7% | $90,766+32.7% | $134,545-10.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 50.45% | -10.99%+61.4pp | -12.16%+62.6pp | 418.37%-367.9pp |
| Employer contribution / active EE | $6,000 | $3,464+73.2% | $2,922+105.4% | $4,742+26.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,038 | $13,938-49.5% | $8,446-16.7% | $11,431-38.4% |