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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 | $102,889 | $52,519+95.9% | $155,789-34.0% | $59,633+72.5% |
| Participation rate | 87.5% | 61.7%+25.8pp | 76.1%+11.4pp | 68.7%+18.8pp |
| Annual return | 1.53% | 53.51%-52.0pp | 71.54%-70.0pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $3,359 | $1,589+111.4% | $3,839-12.5% | $2,203+52.5% |
| Participant deferral / active EE | $9,796 | $3,084+217.6% | $4,798+104.2% | $3,192+206.9% |
| Admin fee / account holder | $18,793 | $3,540+430.9% | $7,477+151.3% | $4,297+337.4% |