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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 | $117,643 | $45,152+160.5% | $73,835+59.3% | $59,633+97.3% |
| Participation rate | 93.6% | 64.0%+29.6pp | 73.4%+20.2pp | 68.7%+24.9pp |
| Annual return | -1.09% | 27.40%-28.5pp | 2268.13%-2269.2pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $9,011 | $1,901+373.9% | $2,788+223.3% | $2,203+309.1% |
| Participant deferral / active EE | $7,197 | $2,573+179.7% | $3,583+100.9% | $3,192+125.5% |
| Admin fee / account holder | $18,614 | $3,515+429.6% | $4,880+281.5% | $4,297+333.2% |