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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 | $98,655 | $56,197+75.6% | $67,652+45.8% | $59,633+65.4% |
| Participation rate | 86.0% | 71.5%+14.6pp | 75.7%+10.4pp | 68.7%+17.4pp |
| Annual return | -0.55% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,098 | $1,615+91.9% | $2,266+36.7% | $2,203+40.6% |
| Participant deferral / active EE | $8,075 | $2,844+184.0% | $3,560+126.8% | $3,192+153.0% |
| Admin fee / account holder | $13,400 | $3,958+238.6% | $4,821+178.0% | $4,297+211.8% |