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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 | $109,609 | $44,850+144.4% | $60,547+81.0% | $59,633+83.8% |
| Participation rate | 98.3% | 59.5%+38.8pp | 68.0%+30.3pp | 68.7%+29.6pp |
| Annual return | -0.54% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,975 | $1,462+171.9% | $2,419+64.3% | $2,203+80.4% |
| Participant deferral / active EE | $8,557 | $2,230+283.8% | $3,328+157.1% | $3,192+168.1% |
| Admin fee / account holder | $1,066 | $3,635-70.7% | $4,536-76.5% | $4,297-75.2% |