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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 | $248,482 | $56,199+342.1% | $67,652+267.3% | $59,632+316.7% |
| Participation rate | 98.5% | 71.5%+27.0pp | 75.7%+22.8pp | 68.7%+29.8pp |
| Annual return | 0.80% | 18505.31%-18504.5pp | 6625.04%-6624.2pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $10,999 | $1,614+581.2% | $2,266+385.5% | $2,203+399.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,581 | $3,958-34.8% | $4,821-46.5% | $4,297-39.9% |