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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 | $143,463 | $75,962+88.9% | $154,108-6.9% | $64,173+123.6% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | 0.43% | 30.32%-29.9pp | 735.21%-734.8pp | 7.63%-7.2pp |
| Employer contribution / active EE | $6,606 | $3,350+97.2% | $5,298+24.7% | $2,381+177.5% |
| Participant deferral / active EE | $5,584 | $3,175+75.9% | $5,081+9.9% | $3,470+60.9% |
| Admin fee / account holder | $48,914 | $5,589+775.2% | $13,411+264.7% | $4,887+900.8% |