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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 | $190,719 | $56,197+239.4% | $67,652+181.9% | $59,633+219.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.22% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $9,533 | $1,615+490.4% | $2,266+320.8% | $2,203+332.8% |
| Participant deferral / active EE | $5,018 | $2,844+76.5% | $3,560+41.0% | $3,192+57.2% |
| Admin fee / account holder | $1,984 | $3,958-49.9% | $4,821-58.8% | $4,297-53.8% |