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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 | $189,987 | $44,850+323.6% | $60,547+213.8% | $59,633+218.6% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 0.76% | 1074.14%-1073.4pp | 335.64%-334.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $8,993 | $1,462+515.2% | $2,419+271.7% | $2,203+308.3% |
| Participant deferral / active EE | $2,302 | $2,230+3.2% | $3,328-30.8% | $3,192-27.9% |
| Admin fee / account holder | $12,635 | $3,635+247.5% | $4,536+178.5% | $4,297+194.0% |