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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 | $200,481 | $91,537+119.0% | $130,045+54.2% | $75,173+166.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.02% | -631.55%+646.6pp | -137.30%+152.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $20,541 | $2,845+622.1% | $4,321+375.3% | $2,671+669.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,922 | $6,780+2.1% | $10,600-34.7% | $5,651+22.5% |