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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 | $95,238 | $52,519+81.3% | $155,789-38.9% | $59,633+59.7% |
| Participation rate | 85.2% | 61.7%+23.5pp | 76.1%+9.1pp | 68.7%+16.5pp |
| Annual return | 0.31% | 53.51%-53.2pp | 71.54%-71.2pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,201 | $1,589-24.4% | $3,839-68.7% | $2,203-45.5% |
| Participant deferral / active EE | $4,947 | $3,084+60.4% | $4,798+3.1% | $3,192+55.0% |
| Admin fee / account holder | $14,841 | $3,540+319.3% | $7,477+98.5% | $4,297+245.4% |