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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 | $184,799 | $44,850+312.0% | $60,547+205.2% | $59,633+209.9% |
| Participation rate | 98.7% | 59.5%+39.2pp | 68.0%+30.7pp | 68.7%+30.0pp |
| Annual return | -0.75% | 1074.14%-1074.9pp | 335.64%-336.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $11,306 | $1,462+673.4% | $2,419+367.3% | $2,203+413.3% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $16,676 | $3,635+358.7% | $4,536+267.6% | $4,297+288.1% |