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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 | $103,885 | $56,199+84.9% | $67,652+53.6% | $59,632+74.2% |
| Participation rate | 97.8% | 71.5%+26.3pp | 75.7%+22.1pp | 68.7%+29.1pp |
| Annual return | -0.01% | 18505.31%-18505.3pp | 6625.04%-6625.1pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $4,584 | $1,614+183.9% | $2,266+102.3% | $2,203+108.1% |
| Participant deferral / active EE | $3,286 | $2,844+15.6% | $3,560-7.7% | $3,192+3.0% |
| Admin fee / account holder | $3,505 | $3,958-11.5% | $4,821-27.3% | $4,297-18.4% |