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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 | $123,553 | $56,197+119.9% | $67,652+82.6% | $59,633+107.2% |
| Participation rate | 94.3% | 71.5%+22.8pp | 75.7%+18.6pp | 68.7%+25.6pp |
| Annual return | -0.60% | 18508.10%-18508.7pp | 6625.40%-6626.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,996 | $1,615+85.6% | $2,266+32.2% | $2,203+36.0% |
| Participant deferral / active EE | $3,697 | $2,844+30.0% | $3,560+3.9% | $3,192+15.8% |
| Admin fee / account holder | $3,185 | $3,958-19.5% | $4,821-33.9% | $4,297-25.9% |