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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 | $64,738 | $45,152+43.4% | $73,836-12.3% | $59,633+8.6% |
| Participation rate | 91.7% | 64.0%+27.6pp | 73.4%+18.2pp | 68.7%+23.0pp |
| Annual return | -0.25% | 27.40%-27.7pp | 2268.06%-2268.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $4,559 | $1,901+139.8% | $2,787+63.6% | $2,203+107.0% |
| Participant deferral / active EE | $839 | $2,573-67.4% | $3,583-76.6% | $3,192-73.7% |
| Admin fee / account holder | $2,654 | $3,515-24.5% | $4,882-45.6% | $4,297-38.2% |