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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 | $216,257 | $56,197+284.8% | $67,652+219.7% | $59,633+262.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.95% | 18508.10%-18510.1pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $10,811 | $1,615+569.5% | $2,266+377.2% | $2,203+390.8% |
| Participant deferral / active EE | $1,615 | $2,844-43.2% | $3,560-54.6% | $3,192-49.4% |
| Admin fee / account holder | $3,694 | $3,958-6.7% | $4,821-23.4% | $4,297-14.0% |