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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 | $240,285 | $82,630+190.8% | $64,105+274.8% | $125,389+91.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.26% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $8,405 | $2,671+214.6% | $1,820+361.8% | $4,866+72.7% |
| Participant deferral / active EE | $6,366 | $3,608+76.4% | $2,822+125.6% | $5,352+18.9% |
| Admin fee / account holder | $9,049 | $6,382+41.8% | $4,499+101.1% | $9,541-5.2% |