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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 | $144,875 | $56,199+157.8% | $67,652+114.1% | $59,632+142.9% |
| Participation rate | 94.7% | 71.5%+23.3pp | 75.7%+19.1pp | 68.7%+26.1pp |
| Annual return | -0.63% | 18505.31%-18505.9pp | 6625.04%-6625.7pp | 2041.32%-2041.9pp |
| Employer contribution / active EE | $1,877 | $1,614+16.3% | $2,266-17.1% | $2,203-14.8% |
| Participant deferral / active EE | $4,397 | $2,844+54.6% | $3,560+23.5% | $3,192+37.8% |
| Admin fee / account holder | $9,869 | $3,958+149.3% | $4,821+104.7% | $4,297+129.7% |