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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 | $50,689 | $56,197-9.8% | $67,652-25.1% | $59,633-15.0% |
| Participation rate | 88.0% | 71.5%+16.5pp | 75.7%+12.3pp | 68.7%+19.3pp |
| Annual return | -0.54% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,344 | $1,615+107.1% | $2,266+47.6% | $2,203+51.8% |
| Participant deferral / active EE | $7,146 | $2,844+151.3% | $3,560+100.7% | $3,192+123.9% |
| Admin fee / account holder | $25,717 | $3,958+549.8% | $4,821+433.5% | $4,297+498.5% |