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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 | $67,625 | $56,197+20.3% | $67,6520% | $59,633+13.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.61% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $5,228 | $1,615+223.8% | $2,266+130.7% | $2,203+137.3% |
| Participant deferral / active EE | $5,605 | $2,844+97.1% | $3,560+57.4% | $3,192+75.6% |
| Admin fee / account holder | $4,686 | $3,958+18.4% | $4,821-2.8% | $4,297+9.1% |