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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 | $107,405 | $75,832+41.6% | $147,617-27.2% | $59,633+80.1% |
| Participation rate | 88.6% | 71.6%+17.0pp | 84.6%+4.0pp | 68.7%+19.9pp |
| Annual return | -0.51% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $4,423 | $3,485+26.9% | $5,564-20.5% | $2,203+100.8% |
| Participant deferral / active EE | $3,533 | $3,131+12.8% | $4,895-27.8% | $3,192+10.7% |
| Admin fee / account holder | $2,036 | $5,986-66.0% | $11,612-82.5% | $4,297-52.6% |