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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 | $72,386 | $56,199+28.8% | $67,652+7.0% | $59,632+21.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.04% | 18505.31%-18506.3pp | 6625.04%-6626.1pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $6,376 | $1,614+294.9% | $2,266+181.5% | $2,203+189.5% |
| Participant deferral / active EE | $2,248 | $2,844-20.9% | $3,560-36.8% | $3,192-29.6% |
| Admin fee / account holder | $1,686 | $3,958-57.4% | $4,821-65.0% | $4,297-60.8% |