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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 | $78,203 | $56,197+39.2% | $67,652+15.6% | $59,633+31.1% |
| Participation rate | 91.3% | 71.5%+19.8pp | 75.7%+15.6pp | 68.7%+22.6pp |
| Annual return | -0.59% | 18508.10%-18508.7pp | 6625.40%-6626.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,527 | $1,615+56.5% | $2,266+11.6% | $2,203+14.7% |
| Participant deferral / active EE | $4,281 | $2,844+50.5% | $3,560+20.3% | $3,192+34.1% |
| Admin fee / account holder | $1,660 | $3,958-58.1% | $4,821-65.6% | $4,297-61.4% |