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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 | $110,112 | $56,197+95.9% | $67,652+62.8% | $59,633+84.6% |
| Participation rate | 89.6% | 71.5%+18.1pp | 75.7%+13.9pp | 68.7%+20.9pp |
| Annual return | 0.03% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,982 | $1,615+84.7% | $2,266+31.6% | $2,203+35.4% |
| Participant deferral / active EE | $4,435 | $2,844+56.0% | $3,560+24.6% | $3,192+38.9% |
| Admin fee / account holder | $30,868 | $3,958+679.9% | $4,821+540.3% | $4,297+618.4% |