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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 | $98,335 | $75,832+29.7% | $147,618-33.4% | $59,633+64.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.60% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $2,255 | $3,485-35.3% | $5,565-59.5% | $2,203+2.4% |
| Participant deferral / active EE | $5,504 | $3,131+75.8% | $4,895+12.4% | $3,192+72.4% |
| Admin fee / account holder | $6,308 | $5,986+5.4% | $11,612-45.7% | $4,297+46.8% |