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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 | $84,697+12.1% | $73,845+28.5% | $125,393-24.3% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | 1.03% | 3123.66%-3122.6pp | 2267.91%-2266.9pp | 282.23%-281.2pp |
| Employer contribution / active EE | $7,540 | $3,123+141.4% | $2,788+170.5% | $4,866+54.9% |
| Participant deferral / active EE | $5,225 | $3,993+30.9% | $3,583+45.8% | $5,351-2.4% |
| Admin fee / account holder | $4,260 | $5,692-25.1% | $4,881-12.7% | $9,541-55.3% |