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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 | $210,917 | $97,020+117.4% | $83,327+153.1% | $135,380+55.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.14% | 12.31%-21.5pp | 10.64%-19.8pp | 519.81%-528.9pp |
| Employer contribution / active EE | $18,000 | $4,144+334.4% | $3,379+432.7% | $4,779+276.7% |
| Participant deferral / active EE | $24,000 | $5,964+302.4% | $5,565+331.2% | $5,609+327.9% |
| Admin fee / account holder | $2,674 | $8,426-68.3% | $7,540-64.5% | $10,828-75.3% |