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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 | $199,793 | $63,346+215.4% | $92,240+116.6% | $70,126+184.9% |
| Participation rate | 98.5% | 68.7%+29.8pp | 76.5%+22.0pp | 69.5%+29.0pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $5,061 | $2,471+104.8% | $3,680+37.5% | $2,343+116.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,656 | $3,841-30.8% | $5,194-48.9% | $4,645-42.8% |