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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 | $139,034 | $44,850+210.0% | $60,547+129.6% | $59,633+133.1% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 0.84% | 1074.14%-1073.3pp | 335.64%-334.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $9,277 | $1,462+534.6% | $2,419+283.5% | $2,203+321.2% |
| Participant deferral / active EE | $5,766 | $2,230+158.6% | $3,328+73.3% | $3,192+80.7% |
| Admin fee / account holder | $24,077 | $3,635+562.3% | $4,536+430.8% | $4,297+460.3% |