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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 | $46,386 | $56,199-17.5% | $67,652-31.4% | $59,632-22.2% |
| Participation rate | 95.2% | 71.5%+23.8pp | 75.7%+19.6pp | 68.7%+26.6pp |
| Annual return | -0.54% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.32%-2041.9pp |
| Employer contribution / active EE | $5,911 | $1,614+266.1% | $2,266+160.9% | $2,203+168.4% |
| Participant deferral / active EE | $3,656 | $2,844+28.6% | $3,560+2.7% | $3,192+14.5% |
| Admin fee / account holder | $748 | $3,958-81.1% | $4,821-84.5% | $4,297-82.6% |