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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 | $83,087 | $45,152+84.0% | $73,836+12.5% | $59,633+39.3% |
| Participation rate | 90.0% | 64.0%+26.0pp | 73.4%+16.6pp | 68.7%+21.3pp |
| Annual return | -0.41% | 27.40%-27.8pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,272 | $1,901+19.5% | $2,787-18.5% | $2,203+3.1% |
| Participant deferral / active EE | $5,841 | $2,573+127.0% | $3,583+63.0% | $3,192+83.0% |
| Admin fee / account holder | $17,224 | $3,515+390.1% | $4,882+252.8% | $4,297+300.8% |