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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 | $88,474 | $84,684+4.5% | $73,835+19.8% | $125,388-29.4% |
| Participation rate | 94.4% | 76.8%+17.7pp | 73.4%+21.0pp | 83.2%+11.3pp |
| Annual return | 1.59% | 3123.93%-3122.3pp | 2268.13%-2266.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $4,946 | $3,123+58.4% | $2,788+77.4% | $4,866+1.6% |
| Participant deferral / active EE | $3,268 | $3,993-18.2% | $3,583-8.8% | $5,352-38.9% |
| Admin fee / account holder | $12,139 | $5,691+113.3% | $4,880+148.8% | $9,541+27.2% |