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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 | $142,165 | $84,685+67.9% | $73,836+92.5% | $125,389+13.4% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 0.80% | 3123.80%-3123.0pp | 2268.06%-2267.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,005 | $3,123-67.8% | $2,787-63.9% | $4,866-79.3% |
| Participant deferral / active EE | $8,468 | $3,993+112.1% | $3,583+136.3% | $5,352+58.2% |
| Admin fee / account holder | $1,702 | $5,694-70.1% | $4,882-65.1% | $9,541-82.2% |