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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 | $144,589 | $56,197+157.3% | $67,652+113.7% | $59,633+142.5% |
| Participation rate | 96.1% | 71.5%+24.6pp | 75.7%+20.4pp | 68.7%+27.4pp |
| Annual return | -0.75% | 18508.10%-18508.9pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $650 | $1,615-59.7% | $2,266-71.3% | $2,203-70.5% |
| Participant deferral / active EE | $5,342 | $2,844+87.9% | $3,560+50.1% | $3,192+67.4% |
| Admin fee / account holder | $47,465 | $3,958+1099.2% | $4,821+884.6% | $4,297+1004.6% |