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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 | $94,922 | $84,685+12.1% | $73,836+28.6% | $125,389-24.3% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | 1.03% | 3123.80%-3122.8pp | 2268.06%-2267.0pp | 282.24%-281.2pp |
| Employer contribution / active EE | $7,540 | $3,123+141.4% | $2,787+170.5% | $4,866+54.9% |
| Participant deferral / active EE | $5,225 | $3,993+30.9% | $3,583+45.8% | $5,352-2.4% |
| Admin fee / account holder | $4,260 | $5,694-25.2% | $4,882-12.7% | $9,541-55.3% |