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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 | $170,565 | $75,962+124.5% | $154,108+10.7% | $64,173+165.8% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.3pp |
| Annual return | 0.01% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $9,593 | $3,350+186.4% | $5,298+81.1% | $2,381+302.9% |
| Participant deferral / active EE | $7,401 | $3,175+133.1% | $5,081+45.7% | $3,470+113.3% |
| Admin fee / account holder | $29,849 | $5,589+434.1% | $13,411+122.6% | $4,887+510.7% |