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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 | $83,044 | $45,152+83.9% | $73,836+12.5% | $59,633+39.3% |
| Participation rate | 94.3% | 64.0%+30.3pp | 73.4%+20.9pp | 68.7%+25.6pp |
| Annual return | -1.05% | 27.40%-28.5pp | 2268.06%-2269.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,840 | $1,901+49.4% | $2,787+1.9% | $2,203+29.0% |
| Participant deferral / active EE | $3,954 | $2,573+53.7% | $3,583+10.3% | $3,192+23.9% |
| Admin fee / account holder | $3,920 | $3,515+11.5% | $4,882-19.7% | $4,297-8.8% |