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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 | $134,642 | $56,197+139.6% | $67,652+99.0% | $59,633+125.8% |
| Participation rate | 78.9% | 71.5%+7.5pp | 75.7%+3.3pp | 68.7%+10.3pp |
| Annual return | -0.29% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,553 | $1,615+58.1% | $2,266+12.7% | $2,203+15.9% |
| Participant deferral / active EE | $4,995 | $2,844+75.7% | $3,560+40.3% | $3,192+56.5% |
| Admin fee / account holder | $4,838 | $3,958+22.2% | $4,821+0.4% | $4,297+12.6% |