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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 | $156,659 | $75,832+106.6% | $147,617+6.1% | $59,633+162.7% |
| Participation rate | 98.6% | 71.6%+27.0pp | 84.6%+14.0pp | 68.7%+29.9pp |
| Annual return | 0.04% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $10,353 | $3,485+197.1% | $5,564+86.1% | $2,203+370.0% |
| Participant deferral / active EE | $4,804 | $3,131+53.5% | $4,895-1.9% | $3,192+50.5% |
| Admin fee / account holder | $5,758 | $5,986-3.8% | $11,612-50.4% | $4,297+34.0% |