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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 | $73,537 | $45,152+62.9% | $73,836-0.4% | $59,633+23.3% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | -0.43% | 27.40%-27.8pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $4,378 | $1,901+130.3% | $2,787+57.1% | $2,203+98.8% |
| Participant deferral / active EE | $5,585 | $2,573+117.1% | $3,583+55.9% | $3,192+75.0% |
| Admin fee / account holder | $11,808 | $3,515+236.0% | $4,882+141.9% | $4,297+174.8% |