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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 | $169,956 | $44,850+278.9% | $60,547+180.7% | $59,633+185.0% |
| Participation rate | 93.5% | 59.5%+34.1pp | 68.0%+25.6pp | 68.7%+24.9pp |
| Annual return | -0.66% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $4,987 | $1,462+241.1% | $2,419+106.1% | $2,203+126.4% |
| Participant deferral / active EE | $7,277 | $2,230+226.3% | $3,328+118.7% | $3,192+128.0% |
| Admin fee / account holder | $817 | $3,635-77.5% | $4,536-82.0% | $4,297-81.0% |