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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 | $82,209 | $56,197+46.3% | $67,652+21.5% | $59,633+37.9% |
| Participation rate | 83.3% | 71.5%+11.9pp | 75.7%+7.7pp | 68.7%+14.7pp |
| Annual return | -0.56% | 18508.10%-18508.7pp | 6625.40%-6626.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,040 | $1,615+26.4% | $2,266-9.9% | $2,203-7.4% |
| Participant deferral / active EE | $6,578 | $2,844+131.3% | $3,560+84.8% | $3,192+106.1% |
| Admin fee / account holder | $9,072 | $3,958+129.2% | $4,821+88.2% | $4,297+111.1% |