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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 | $135,168 | $45,152+199.4% | $73,836+83.1% | $59,633+126.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.68% | 27.40%-28.1pp | 2268.06%-2268.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $5,175 | $1,901+172.2% | $2,787+85.6% | $2,203+134.9% |
| Participant deferral / active EE | $7,986 | $2,573+210.4% | $3,583+122.9% | $3,192+150.2% |
| Admin fee / account holder | $10,248 | $3,515+191.6% | $4,882+109.9% | $4,297+138.5% |