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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 | $108,985 | $39,798+173.8% | $67,711+61.0% | $59,632+82.8% |
| Participation rate | 76.5% | 57.4%+19.1pp | 67.5%+9.0pp | 68.7%+7.8pp |
| Annual return | -1.52% | 89.94%-91.5pp | 25.41%-26.9pp | 2041.32%-2042.8pp |
| Employer contribution / active EE | $2,158 | $1,393+54.9% | $2,559-15.7% | $2,203-2.0% |
| Participant deferral / active EE | $4,636 | $2,335+98.5% | $3,585+29.3% | $3,192+45.2% |
| Admin fee / account holder | $4,571 | $3,212+42.3% | $4,255+7.4% | $4,297+6.4% |