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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 | $200,414 | $78,694+154.7% | $67,652+196.2% | $125,389+59.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.08% | 9.46%-11.5pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $22,600 | $3,044+642.5% | $2,266+897.5% | $4,866+364.4% |
| Participant deferral / active EE | $16,000 | $4,292+272.8% | $3,560+349.5% | $5,352+199.0% |
| Admin fee / account holder | $357 | $7,403-95.2% | $4,821-92.6% | $9,541-96.3% |