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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 | $133,792 | $52,519+154.7% | $155,789-14.1% | $59,633+124.4% |
| Participation rate | 92.7% | 61.7%+31.0pp | 76.1%+16.6pp | 68.7%+24.1pp |
| Annual return | 0.53% | 53.51%-53.0pp | 71.54%-71.0pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $11,220 | $1,589+606.0% | $3,839+192.3% | $2,203+409.4% |
| Participant deferral / active EE | $12,121 | $3,084+293.0% | $4,798+152.6% | $3,192+279.8% |
| Admin fee / account holder | $6,256 | $3,540+76.7% | $7,477-16.3% | $4,297+45.6% |