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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 | $62,555 | $45,152+38.5% | $73,836-15.3% | $59,633+4.9% |
| Participation rate | 75.9% | 64.0%+11.8pp | 73.4%+2.4pp | 68.7%+7.2pp |
| Annual return | -0.07% | 27.40%-27.5pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $5,088 | $1,901+167.6% | $2,787+82.5% | $2,203+131.0% |
| Participant deferral / active EE | $4,554 | $2,573+77.0% | $3,583+27.1% | $3,192+42.7% |
| Admin fee / account holder | $14,088 | $3,515+300.8% | $4,882+188.6% | $4,297+227.9% |