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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 | $129,610 | $75,832+70.9% | $147,617-12.2% | $59,633+117.3% |
| Participation rate | 92.0% | 71.6%+20.4pp | 84.6%+7.4pp | 68.7%+23.3pp |
| Annual return | -1.58% | 0.37%-1.9pp | 61.98%-63.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $4,189 | $3,485+20.2% | $5,564-24.7% | $2,203+90.2% |
| Participant deferral / active EE | $7,775 | $3,131+148.4% | $4,895+58.8% | $3,192+143.6% |
| Admin fee / account holder | $443 | $5,986-92.6% | $11,612-96.2% | $4,297-89.7% |