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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 | $78,539 | $56,197+39.8% | $67,652+16.1% | $59,633+31.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.77% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $2,822 | $1,615+74.8% | $2,266+24.6% | $2,203+28.1% |
| Participant deferral / active EE | $4,295 | $2,844+51.0% | $3,560+20.7% | $3,192+34.6% |
| Admin fee / account holder | $923 | $3,958-76.7% | $4,821-80.9% | $4,297-78.5% |