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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 | $200,668 | $56,197+257.1% | $67,652+196.6% | $59,633+236.5% |
| Participation rate | 91.1% | 71.5%+19.6pp | 75.7%+15.4pp | 68.7%+22.4pp |
| Annual return | 0.25% | 18508.10%-18507.9pp | 6625.40%-6625.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $10,714 | $1,615+563.6% | $2,266+372.9% | $2,203+386.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $14,225 | $3,958+259.4% | $4,821+195.1% | $4,297+231.1% |