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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 | $51,283 | $45,152+13.6% | $73,836-30.5% | $59,633-14.0% |
| Participation rate | 92.6% | 64.0%+28.6pp | 73.4%+19.2pp | 68.7%+23.9pp |
| Annual return | 0.26% | 27.40%-27.1pp | 2268.06%-2267.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $3,915 | $1,901+105.9% | $2,787+40.4% | $2,203+77.7% |
| Participant deferral / active EE | $5,142 | $2,573+99.8% | $3,583+43.5% | $3,192+61.1% |
| Admin fee / account holder | $2,726 | $3,515-22.4% | $4,882-44.2% | $4,297-36.6% |