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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 | $167,712 | $45,152+271.4% | $73,836+127.1% | $59,633+181.2% |
| Participation rate | 97.1% | 64.0%+33.1pp | 73.4%+23.7pp | 68.7%+28.5pp |
| Annual return | -1.39% | 27.40%-28.8pp | 2268.06%-2269.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $8,502 | $1,901+347.2% | $2,787+205.0% | $2,203+286.0% |
| Participant deferral / active EE | $7,339 | $2,573+185.3% | $3,583+104.8% | $3,192+130.0% |
| Admin fee / account holder | $11,193 | $3,515+218.5% | $4,882+129.3% | $4,297+160.5% |