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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 | $217,050 | $95,895+126.3% | $79,576+172.8% | $134,509+61.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.27% | -2.72%-14.6pp | 0.15%-17.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $24,298 | $3,128+676.7% | $2,413+906.9% | $4,741+412.6% |
| Participant deferral / active EE | $20,500 | $4,693+336.8% | $3,985+414.4% | $6,400+220.3% |
| Admin fee / account holder | $1,373 | $9,129-85.0% | $6,834-79.9% | $11,427-88.0% |