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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 | $89,309 | $56,197+58.9% | $67,652+32.0% | $59,633+49.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.17% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $5,231 | $1,615+224.0% | $2,266+130.9% | $2,203+137.5% |
| Participant deferral / active EE | $3,660 | $2,844+28.7% | $3,560+2.8% | $3,192+14.7% |
| Admin fee / account holder | $1,380 | $3,958-65.1% | $4,821-71.4% | $4,297-67.9% |