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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 | $139,347 | $56,197+148.0% | $67,652+106.0% | $59,633+133.7% |
| Participation rate | 96.3% | 71.5%+24.8pp | 75.7%+20.6pp | 68.7%+27.6pp |
| Annual return | 0.03% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $6,561 | $1,615+306.3% | $2,266+189.6% | $2,203+197.9% |
| Participant deferral / active EE | $7,166 | $2,844+152.0% | $3,560+101.3% | $3,192+124.5% |
| Admin fee / account holder | $15,665 | $3,958+295.8% | $4,821+224.9% | $4,297+264.6% |