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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 | $101,436 | $45,152+124.7% | $73,845+37.4% | $59,632+70.1% |
| Participation rate | 91.3% | 64.0%+27.3pp | 73.4%+17.9pp | 68.7%+22.6pp |
| Annual return | 0.21% | 27.40%-27.2pp | 2267.91%-2267.7pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $3,737 | $1,902+96.5% | $2,788+34.1% | $2,203+69.7% |
| Participant deferral / active EE | $8,221 | $2,574+219.4% | $3,583+129.4% | $3,192+157.6% |
| Admin fee / account holder | $13,601 | $3,516+286.8% | $4,881+178.7% | $4,297+216.5% |