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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 | $180,631 | $150,447+20.1% | $136,298+32.5% | $147,586+22.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,926 | $5,256-44.3% | $4,696-37.7% | $4,876-40.0% |
| Participant deferral / active EE | $4,489 | $6,631-32.3% | $6,247-28.1% | $5,439-17.5% |
| Admin fee / account holder | $48,598 | $10,906+345.6% | $9,244+425.7% | $10,886+346.4% |