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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 | $192,554 | $45,152+326.5% | $73,836+160.8% | $59,633+222.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.71% | 27.40%-28.1pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $4,360 | $1,901+129.3% | $2,787+56.4% | $2,203+97.9% |
| Participant deferral / active EE | $5,617 | $2,573+118.3% | $3,583+56.8% | $3,192+76.0% |
| Admin fee / account holder | $1,212 | $3,515-65.5% | $4,882-75.2% | $4,297-71.8% |