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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 | $128,811 | $56,197+129.2% | $67,652+90.4% | $59,633+116.0% |
| Participation rate | 98.6% | 71.5%+27.1pp | 75.7%+22.9pp | 68.7%+29.9pp |
| Annual return | -0.76% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $3,126 | $1,615+93.6% | $2,266+38.0% | $2,203+41.9% |
| Participant deferral / active EE | $5,617 | $2,844+97.5% | $3,560+57.8% | $3,192+76.0% |
| Admin fee / account holder | $638 | $3,958-83.9% | $4,821-86.8% | $4,297-85.1% |