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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 | $98,319 | $75,832+29.7% | $147,617-33.4% | $59,633+64.9% |
| Participation rate | 82.9% | 71.6%+11.4pp | 84.6%-1.7pp | 68.7%+14.3pp |
| Annual return | 2.05% | 0.37%+1.7pp | 61.98%-59.9pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $6,692 | $3,485+92.0% | $5,564+20.3% | $2,203+203.8% |
| Participant deferral / active EE | $4,147 | $3,131+32.5% | $4,895-15.3% | $3,192+29.9% |
| Admin fee / account holder | $21,473 | $5,986+258.7% | $11,612+84.9% | $4,297+399.7% |