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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 | $94,081 | $56,197+67.4% | $67,652+39.1% | $59,633+57.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.43% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $6,569 | $1,615+306.8% | $2,266+189.9% | $2,203+198.2% |
| Participant deferral / active EE | $4,633 | $2,844+62.9% | $3,560+30.1% | $3,192+45.2% |
| Admin fee / account holder | $1,874 | $3,958-52.6% | $4,821-61.1% | $4,297-56.4% |