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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 | $50,688 | $45,152+12.3% | $73,836-31.4% | $59,633-15.0% |
| Participation rate | 88.1% | 64.0%+24.1pp | 73.4%+14.7pp | 68.7%+19.4pp |
| Annual return | -2.03% | 27.40%-29.4pp | 2268.06%-2270.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $14,259 | $1,901+649.9% | $2,787+411.5% | $2,203+547.3% |
| Participant deferral / active EE | $4,780 | $2,573+85.8% | $3,583+33.4% | $3,192+49.8% |
| Admin fee / account holder | $6,988 | $3,515+98.8% | $4,882+43.1% | $4,297+62.6% |