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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 | $116,771 | $75,832+54.0% | $147,617-20.9% | $59,633+95.8% |
| Participation rate | 85.9% | 71.6%+14.3pp | 84.6%+1.3pp | 68.7%+17.2pp |
| Annual return | -1.04% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $7,458 | $3,485+114.0% | $5,564+34.0% | $2,203+238.6% |
| Participant deferral / active EE | $6,171 | $3,131+97.1% | $4,895+26.1% | $3,192+93.4% |
| Admin fee / account holder | $2,204 | $5,986-63.2% | $11,612-81.0% | $4,297-48.7% |