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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 | $167,788 | $56,197+198.6% | $67,652+148.0% | $59,633+181.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.24% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $6,907 | $1,615+327.8% | $2,266+204.9% | $2,203+213.6% |
| Participant deferral / active EE | $6,031 | $2,844+112.1% | $3,560+69.4% | $3,192+89.0% |
| Admin fee / account holder | $4,073 | $3,958+2.9% | $4,821-15.5% | $4,297-5.2% |