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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 | $120,475 | $45,152+166.8% | $73,836+63.2% | $59,633+102.0% |
| Participation rate | 98.6% | 64.0%+34.6pp | 73.4%+25.1pp | 68.7%+29.9pp |
| Annual return | -1.68% | 27.40%-29.1pp | 2268.06%-2269.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $3,133 | $1,901+64.8% | $2,787+12.4% | $2,203+42.2% |
| Participant deferral / active EE | $6,139 | $2,573+138.6% | $3,583+71.3% | $3,192+92.3% |
| Admin fee / account holder | $1,114 | $3,515-68.3% | $4,882-77.2% | $4,297-74.1% |