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 | $170,655 | $44,850+280.5% | $60,547+181.9% | $59,633+186.2% |
| Participation rate | 98.6% | 59.5%+39.1pp | 68.0%+30.6pp | 68.7%+29.9pp |
| Annual return | -0.41% | 1074.14%-1074.6pp | 335.64%-336.1pp | 2041.47%-2041.9pp |
| Employer contribution / active EE | $3,618 | $1,462+147.5% | $2,419+49.5% | $2,203+64.2% |
| Participant deferral / active EE | $10,203 | $2,230+357.6% | $3,328+206.6% | $3,192+219.7% |
| Admin fee / account holder | $445 | $3,635-87.8% | $4,536-90.2% | $4,297-89.6% |