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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 | $221,816 | $88,596+150.4% | $70,098+216.4% | $134,509+64.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.76% | 442.67%-461.4pp | 190.76%-209.5pp | 418.13%-436.9pp |
| Employer contribution / active EE | $18,140 | $3,235+460.7% | $2,560+608.5% | $4,741+282.7% |
| Participant deferral / active EE | $9,500 | $4,772+99.1% | $3,849+146.8% | $6,400+48.4% |
| Admin fee / account holder | $2,213 | $10,441-78.8% | $6,266-64.7% | $11,427-80.6% |