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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 | $158,377 | $75,832+108.9% | $147,617+7.3% | $59,633+165.6% |
| Participation rate | 94.1% | 71.6%+22.6pp | 84.6%+9.5pp | 68.7%+25.4pp |
| Annual return | -0.70% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $9,233 | $3,485+165.0% | $5,564+65.9% | $2,203+319.2% |
| Participant deferral / active EE | $5,153 | $3,131+64.6% | $4,895+5.3% | $3,192+61.4% |
| Admin fee / account holder | $10,846 | $5,986+81.2% | $11,612-6.6% | $4,297+152.4% |