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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 | $191,281 | $56,200+240.4% | $67,653+182.7% | $59,633+220.8% |
| Participation rate | 93.1% | 71.5%+21.6pp | 75.7%+17.4pp | 68.7%+24.4pp |
| Annual return | -0.73% | 18506.71%-18507.4pp | 6625.22%-6625.9pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $6,897 | $1,615+327.1% | $2,266+204.4% | $2,203+213.1% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,481 | $3,959+63.7% | $4,821+34.4% | $4,297+50.8% |