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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 | $64,748 | $75,832-14.6% | $147,618-56.1% | $59,633+8.6% |
| Participation rate | 98.2% | 71.6%+26.6pp | 84.6%+13.6pp | 68.7%+29.5pp |
| Annual return | -1.97% | 0.37%-2.3pp | 61.98%-64.0pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $7,007 | $3,485+101.1% | $5,565+25.9% | $2,203+218.1% |
| Participant deferral / active EE | $3,990 | $3,131+27.5% | $4,895-18.5% | $3,192+25.0% |
| Admin fee / account holder | $1,407 | $5,986-76.5% | $11,612-87.9% | $4,297-67.3% |