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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 | $208,477 | $95,895+117.4% | $79,576+162.0% | $134,509+55.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.82% | -2.72%-12.1pp | 0.15%-15.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $10,300 | $3,128+229.3% | $2,413+326.8% | $4,741+117.3% |
| Participant deferral / active EE | $17,992 | $4,693+283.4% | $3,985+351.5% | $6,400+181.1% |
| Admin fee / account holder | $1,610 | $9,129-82.4% | $6,834-76.4% | $11,427-85.9% |