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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 | $209,400 | $56,197+272.6% | $67,652+209.5% | $59,633+251.1% |
| Participation rate | 92.0% | 71.5%+20.5pp | 75.7%+16.3pp | 68.7%+23.3pp |
| Annual return | -0.74% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $9,035 | $1,615+459.6% | $2,266+298.8% | $2,203+310.2% |
| Participant deferral / active EE | $4,732 | $2,844+66.4% | $3,560+32.9% | $3,192+48.3% |
| Admin fee / account holder | $10,612 | $3,958+168.1% | $4,821+120.1% | $4,297+147.0% |