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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 | $95,166 | $75,832+25.5% | $147,617-35.5% | $59,633+59.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.92% | 0.37%+0.6pp | 61.98%-61.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $5,443 | $3,485+56.2% | $5,564-2.2% | $2,203+147.1% |
| Participant deferral / active EE | $4,269 | $3,131+36.4% | $4,895-12.8% | $3,192+33.7% |
| Admin fee / account holder | $7,984 | $5,986+33.4% | $11,612-31.2% | $4,297+85.8% |