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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 | $60,391 | $56,197+7.5% | $67,652-10.7% | $59,633+1.3% |
| Participation rate | 97.7% | 71.5%+26.2pp | 75.7%+22.0pp | 68.7%+29.0pp |
| Annual return | -1.24% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $4,487 | $1,615+177.9% | $2,266+98.0% | $2,203+103.7% |
| Participant deferral / active EE | $2,160 | $2,844-24.1% | $3,560-39.3% | $3,192-32.3% |
| Admin fee / account holder | $5,121 | $3,958+29.4% | $4,821+6.2% | $4,297+19.2% |