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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 | $106,706 | $56,197+89.9% | $67,652+57.7% | $59,633+78.9% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | -0.37% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,125 | $1,615+31.6% | $2,266-6.2% | $2,203-3.5% |
| Participant deferral / active EE | $6,931 | $2,844+143.7% | $3,560+94.7% | $3,192+117.1% |
| Admin fee / account holder | $8,434 | $3,958+113.1% | $4,821+74.9% | $4,297+96.3% |