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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 | $139,257 | $75,832+83.6% | $147,617-5.7% | $59,633+133.5% |
| Participation rate | 97.1% | 71.6%+25.6pp | 84.6%+12.5pp | 68.7%+28.5pp |
| Annual return | -1.39% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $7,487 | $3,485+114.8% | $5,564+34.5% | $2,203+239.9% |
| Participant deferral / active EE | $6,350 | $3,131+102.8% | $4,895+29.7% | $3,192+99.0% |
| Admin fee / account holder | $8,803 | $5,986+47.1% | $11,612-24.2% | $4,297+104.9% |