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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 | $122,894 | $84,694+45.1% | $73,843+66.4% | $125,392-2.0% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | 2.11% | 3123.66%-3121.6pp | 2267.91%-2265.8pp | 282.23%-280.1pp |
| Employer contribution / active EE | $10,618 | $3,123+240.0% | $2,787+280.9% | $4,866+118.2% |
| Participant deferral / active EE | $8,221 | $3,992+105.9% | $3,583+129.4% | $5,351+53.6% |
| Admin fee / account holder | $1,599 | $5,691-71.9% | $4,880-67.2% | $9,541-83.2% |