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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 | $140,050 | $67,372+107.9% | $60,906+129.9% | $134,532+4.1% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.4pp | 81.2%+14.2pp |
| Annual return | 0.19% | 50.05%-49.9pp | 16.94%-16.7pp | 418.27%-418.1pp |
| Employer contribution / active EE | $6,348 | $3,099+104.8% | $2,703+134.9% | $4,741+33.9% |
| Participant deferral / active EE | $5,988 | $4,532+32.1% | $3,814+57.0% | $6,401-6.4% |
| Admin fee / account holder | $19,271 | $4,588+320.0% | $3,227+497.2% | $11,429+68.6% |