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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 | $120,290 | $56,197+114.1% | $67,652+77.8% | $59,633+101.7% |
| Participation rate | 96.1% | 71.5%+24.6pp | 75.7%+20.4pp | 68.7%+27.4pp |
| Annual return | -0.41% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,031 | $1,615+25.8% | $2,266-10.3% | $2,203-7.8% |
| Participant deferral / active EE | $4,083 | $2,844+43.6% | $3,560+14.7% | $3,192+27.9% |
| Admin fee / account holder | $3,837 | $3,958-3.1% | $4,821-20.4% | $4,297-10.7% |