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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 | $144,489 | $56,197+157.1% | $67,652+113.6% | $59,633+142.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.26% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $2,934 | $1,615+81.7% | $2,266+29.5% | $2,203+33.2% |
| Participant deferral / active EE | $7,205 | $2,844+153.4% | $3,560+102.4% | $3,192+125.7% |
| Admin fee / account holder | $20,261 | $3,958+411.9% | $4,821+320.3% | $4,297+371.5% |