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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 | $54,650 | $45,152+21.0% | $73,845-26.0% | $59,632-8.4% |
| Participation rate | 84.6% | 64.0%+20.6pp | 73.4%+11.2pp | 68.7%+15.9pp |
| Annual return | -1.39% | 27.40%-28.8pp | 2267.91%-2269.3pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $2,655 | $1,902+39.6% | $2,788-4.8% | $2,203+20.5% |
| Participant deferral / active EE | $5,236 | $2,574+103.4% | $3,583+46.1% | $3,192+64.1% |
| Admin fee / account holder | $5,128 | $3,516+45.8% | $4,881+5.1% | $4,297+19.3% |