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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 | $212,160 | $56,197+277.5% | $67,652+213.6% | $59,633+255.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.35% | 18508.10%-18508.5pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $14,257 | $1,615+783.0% | $2,266+529.3% | $2,203+547.3% |
| Participant deferral / active EE | $9,758 | $2,844+243.2% | $3,560+174.1% | $3,192+205.7% |
| Admin fee / account holder | $13,476 | $3,958+240.5% | $4,821+179.5% | $4,297+213.6% |