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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 | $220,047 | $105,861+107.9% | $90,756+142.5% | $134,509+63.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.16% | -10.99%-6.2pp | -12.16%-5.0pp | 418.13%-435.3pp |
| Employer contribution / active EE | $884 | $3,463-74.5% | $2,922-69.7% | $4,741-81.4% |
| Participant deferral / active EE | $14,814 | $5,217+184.0% | $4,565+224.5% | $6,400+131.5% |
| Admin fee / account holder | $56,999 | $13,938+308.9% | $8,445+574.9% | $11,427+398.8% |