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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 | $144,202 | $90,607+59.2% | $79,467+81.5% | $135,380+6.5% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -0.12% | 977.74%-977.9pp | 718.30%-718.4pp | 519.81%-519.9pp |
| Employer contribution / active EE | $1,227 | $3,068-60.0% | $2,800-56.2% | $4,779-74.3% |
| Participant deferral / active EE | $4,346 | $4,050+7.3% | $3,704+17.3% | $5,609-22.5% |
| Admin fee / account holder | $1,427 | $5,895-75.8% | $5,104-72.0% | $10,828-86.8% |