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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 | $159,735 | $56,197+184.2% | $67,652+136.1% | $59,633+167.9% |
| Participation rate | 82.8% | 71.5%+11.3pp | 75.7%+7.1pp | 68.7%+14.1pp |
| Annual return | -0.39% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,251 | $2,844+14.3% | $3,560-8.7% | $3,192+1.8% |
| Admin fee / account holder | $2,654 | $3,958-32.9% | $4,821-44.9% | $4,297-38.2% |