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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 | $124,923 | $56,197+122.3% | $67,652+84.7% | $59,633+109.5% |
| Participation rate | 82.4% | 71.5%+11.0pp | 75.7%+6.8pp | 68.7%+13.8pp |
| Annual return | -0.54% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,206 | $2,844+83.1% | $3,560+46.3% | $3,192+63.1% |
| Admin fee / account holder | $13,860 | $3,958+250.2% | $4,821+187.5% | $4,297+222.6% |