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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 | $127,572 | $75,832+68.2% | $147,618-13.6% | $59,633+113.9% |
| Participation rate | 85.7% | 71.6%+14.2pp | 84.6%+1.1pp | 68.7%+17.0pp |
| Annual return | -2.26% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $6,222 | $3,485+78.5% | $5,565+11.8% | $2,203+182.5% |
| Participant deferral / active EE | $4,606 | $3,131+47.1% | $4,895-5.9% | $3,192+44.3% |
| Admin fee / account holder | $3,771 | $5,986-37.0% | $11,612-67.5% | $4,297-12.2% |