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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 | $154,231 | $82,630+86.7% | $64,105+140.6% | $125,389+23.0% |
| Participation rate | 94.1% | 75.9%+18.3pp | 68.2%+25.9pp | 83.2%+10.9pp |
| Annual return | 0.84% | 1489.72%-1488.9pp | 791.24%-790.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $7,187 | $2,671+169.0% | $1,820+294.9% | $4,866+47.7% |
| Participant deferral / active EE | $8,002 | $3,608+121.8% | $2,822+183.6% | $5,352+49.5% |
| Admin fee / account holder | $28,540 | $6,382+347.2% | $4,499+534.3% | $9,541+199.1% |