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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 | $106,057 | $45,152+134.9% | $73,836+43.6% | $59,633+77.8% |
| Participation rate | 95.2% | 64.0%+31.2pp | 73.4%+21.8pp | 68.7%+26.6pp |
| Annual return | -0.05% | 27.40%-27.5pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $6,080 | $1,901+219.8% | $2,787+118.1% | $2,203+176.0% |
| Participant deferral / active EE | $4,435 | $2,573+72.4% | $3,583+23.8% | $3,192+38.9% |
| Admin fee / account holder | $26,054 | $3,515+641.3% | $4,882+433.7% | $4,297+506.3% |