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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 | $95,431 | $75,832+25.8% | $147,617-35.4% | $59,633+60.0% |
| Participation rate | 98.1% | 71.6%+26.6pp | 84.6%+13.5pp | 68.7%+29.5pp |
| Annual return | -0.33% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $637 | $3,485-81.7% | $5,564-88.6% | $2,203-71.1% |
| Participant deferral / active EE | $5,096 | $3,131+62.8% | $4,895+4.1% | $3,192+59.7% |
| Admin fee / account holder | $63,151 | $5,986+955.1% | $11,612+443.9% | $4,297+1369.7% |