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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 | $206,045 | $105,866+94.6% | $90,766+127.0% | $134,545+53.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.13% | -10.99%-9.1pp | -12.16%-8.0pp | 418.37%-438.5pp |
| Employer contribution / active EE | $20,855 | $3,464+502.1% | $2,922+613.8% | $4,742+339.8% |
| Participant deferral / active EE | $9,816 | $5,217+88.1% | $4,565+115.0% | $6,401+53.3% |
| Admin fee / account holder | $1,009 | $13,938-92.8% | $8,446-88.0% | $11,431-91.2% |