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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 | $200,353 | $131,835+52.0% | $108,582+84.5% | $273,972-26.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.00% | -91.57%+95.6pp | -51.70%+55.7pp | 41.46%-37.5pp |
| Employer contribution / active EE | $15,527 | $4,913+216.1% | $3,758+313.1% | $4,869+218.9% |
| Participant deferral / active EE | $24,000 | $5,127+368.1% | $4,311+456.7% | $5,287+353.9% |
| Admin fee / account holder | $1,500 | $10,253-85.4% | $7,645-80.4% | $10,133-85.2% |