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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 | $217,658 | $84,685+157.0% | $73,836+194.8% | $125,389+73.6% |
| Participation rate | 95.5% | 76.8%+18.7pp | 73.4%+22.0pp | 83.2%+12.3pp |
| Annual return | 0.49% | 3123.80%-3123.3pp | 2268.06%-2267.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $8,117 | $3,123+159.9% | $2,787+191.2% | $4,866+66.8% |
| Participant deferral / active EE | $6,551 | $3,993+64.1% | $3,583+82.8% | $5,352+22.4% |
| Admin fee / account holder | $28,977 | $5,694+408.9% | $4,882+493.6% | $9,541+203.7% |