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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 | $142,037 | $56,197+152.7% | $67,652+110.0% | $59,633+138.2% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | 0.28% | 18508.10%-18507.8pp | 6625.40%-6625.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,805 | $1,615+11.8% | $2,266-20.3% | $2,203-18.1% |
| Participant deferral / active EE | $6,034 | $2,844+112.2% | $3,560+69.5% | $3,192+89.1% |
| Admin fee / account holder | $22,959 | $3,958+480.1% | $4,821+376.3% | $4,297+434.3% |