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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 | $88,613 | $56,199+57.7% | $67,652+31.0% | $59,632+48.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.83% | 18505.31%-18507.1pp | 6625.04%-6626.9pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $7,812 | $1,614+383.9% | $2,266+244.8% | $2,203+254.7% |
| Participant deferral / active EE | $5,271 | $2,844+85.4% | $3,560+48.1% | $3,192+65.1% |
| Admin fee / account holder | $1,912 | $3,958-51.7% | $4,821-60.3% | $4,297-55.5% |