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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 | $89,476 | $78,694+13.7% | $67,653+32.3% | $125,388-28.6% |
| Participation rate | 95.0% | 78.8%+16.2pp | 75.7%+19.3pp | 83.2%+11.8pp |
| Annual return | -0.45% | 9.46%-9.9pp | 6625.22%-6625.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,974 | $3,044+63.4% | $2,266+119.5% | $4,866+2.2% |
| Participant deferral / active EE | $6,259 | $4,292+45.8% | $3,560+75.8% | $5,352+17.0% |
| Admin fee / account holder | $3,000 | $7,403-59.5% | $4,821-37.8% | $9,541-68.6% |