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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 | $214,908 | $56,200+282.4% | $67,653+217.7% | $59,633+260.4% |
| Participation rate | 97.1% | 71.5%+25.6pp | 75.7%+21.4pp | 68.7%+28.4pp |
| Annual return | -0.24% | 18506.71%-18507.0pp | 6625.22%-6625.5pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $11,199 | $1,615+593.6% | $2,266+394.3% | $2,203+408.4% |
| Participant deferral / active EE | $7,036 | $2,843+147.4% | $3,560+97.7% | $3,192+120.4% |
| Admin fee / account holder | $4,403 | $3,959+11.2% | $4,821-8.7% | $4,297+2.5% |