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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 | $88,123 | $45,152+95.2% | $73,836+19.3% | $59,633+47.8% |
| Participation rate | 95.2% | 64.0%+31.2pp | 73.4%+21.8pp | 68.7%+26.6pp |
| Annual return | 1.09% | 27.40%-26.3pp | 2268.06%-2267.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,602 | $2,573+40.0% | $3,583+0.5% | $3,192+12.9% |
| Admin fee / account holder | $20,549 | $3,515+484.7% | $4,882+320.9% | $4,297+378.2% |