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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 | $126,613 | $56,197+125.3% | $67,652+87.2% | $59,633+112.3% |
| Participation rate | 92.9% | 71.5%+21.4pp | 75.7%+17.2pp | 68.7%+24.2pp |
| Annual return | -1.19% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,591 | $1,615+60.5% | $2,266+14.4% | $2,203+17.6% |
| Participant deferral / active EE | $1,384 | $2,844-51.3% | $3,560-61.1% | $3,192-56.6% |
| Admin fee / account holder | $18,177 | $3,958+359.3% | $4,821+277.1% | $4,297+323.0% |