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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 | $116,597 | $56,197+107.5% | $67,652+72.3% | $59,633+95.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.68% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $5,377 | $1,615+233.0% | $2,266+137.3% | $2,203+144.1% |
| Participant deferral / active EE | $3,959 | $2,844+39.2% | $3,560+11.2% | $3,192+24.1% |
| Admin fee / account holder | $16,225 | $3,958+309.9% | $4,821+236.6% | $4,297+277.6% |