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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 | $57,310 | $56,197+2.0% | $67,652-15.3% | $59,633-3.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.99% | 18508.10%-18509.1pp | 6625.40%-6626.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $6,437 | $1,615+298.7% | $2,266+184.1% | $2,203+192.2% |
| Participant deferral / active EE | $5,295 | $2,844+86.2% | $3,560+48.8% | $3,192+65.9% |
| Admin fee / account holder | $6,149 | $3,958+55.4% | $4,821+27.6% | $4,297+43.1% |