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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 | $124,981 | $56,200+122.4% | $67,653+84.7% | $59,633+109.6% |
| Participation rate | 90.0% | 71.5%+18.5pp | 75.7%+14.3pp | 68.7%+21.3pp |
| Annual return | -0.89% | 18506.71%-18507.6pp | 6625.22%-6626.1pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $2,557 | $1,615+58.3% | $2,266+12.8% | $2,203+16.1% |
| Participant deferral / active EE | $5,765 | $2,843+102.7% | $3,560+62.0% | $3,192+80.6% |
| Admin fee / account holder | $10,349 | $3,959+161.4% | $4,821+114.7% | $4,297+140.8% |