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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 | $171,410 | $56,200+205.0% | $67,653+153.4% | $59,633+187.4% |
| Participation rate | 95.2% | 71.5%+23.8pp | 75.7%+19.6pp | 68.7%+26.6pp |
| Annual return | -0.04% | 18506.71%-18506.7pp | 6625.22%-6625.3pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $4,431 | $1,615+174.4% | $2,266+95.6% | $2,203+101.2% |
| Participant deferral / active EE | $5,981 | $2,843+110.3% | $3,560+68.0% | $3,192+87.4% |
| Admin fee / account holder | $13,551 | $3,959+242.3% | $4,821+181.1% | $4,297+215.4% |