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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 | $136,183 | $56,197+142.3% | $67,652+101.3% | $59,633+128.4% |
| Participation rate | 97.7% | 71.5%+26.2pp | 75.7%+22.0pp | 68.7%+29.0pp |
| Annual return | -0.50% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $3,327 | $1,615+106.0% | $2,266+46.8% | $2,203+51.0% |
| Participant deferral / active EE | $3,168 | $2,844+11.4% | $3,560-11.0% | $3,192-0.7% |
| Admin fee / account holder | $480 | $3,958-87.9% | $4,821-90.0% | $4,297-88.8% |