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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 | $200,037 | $100,805+98.4% | $86,698+130.7% | $134,532+48.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.60% | 29.09%-45.7pp | 35.95%-52.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $18,428 | $3,490+428.0% | $2,837+549.6% | $4,741+288.7% |
| Participant deferral / active EE | $10,720 | $5,339+100.8% | $4,656+130.2% | $6,401+67.5% |
| Admin fee / account holder | $21,219 | $10,925+94.2% | $7,493+183.2% | $11,429+85.7% |