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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 | $97,090 | $99,079-2.0% | $78,002+24.5% | $273,972-64.6% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.5%+18.2pp | 83.0%+10.7pp |
| Annual return | 2.80% | 217.93%-215.1pp | 425.99%-423.2pp | 41.46%-38.7pp |
| Employer contribution / active EE | $6,835 | $3,308+106.6% | $2,470+176.7% | $4,869+40.4% |
| Participant deferral / active EE | $3,256 | $4,306-24.4% | $3,497-6.9% | $5,287-38.4% |
| Admin fee / account holder | $181,744 | $8,954+1929.8% | $5,481+3216.0% | $10,133+1693.7% |