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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 | $79,981 | $56,200+42.3% | $67,653+18.2% | $59,633+34.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.21% | 18506.71%-18507.9pp | 6625.22%-6626.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $8,273 | $1,615+412.4% | $2,266+265.2% | $2,203+275.6% |
| Participant deferral / active EE | $5,344 | $2,843+87.9% | $3,560+50.1% | $3,192+67.4% |
| Admin fee / account holder | $3,398 | $3,959-14.2% | $4,821-29.5% | $4,297-20.9% |