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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 | $161,542 | $75,832+113.0% | $147,618+9.4% | $59,633+170.9% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | -1.58% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $5,389 | $3,485+54.6% | $5,565-3.2% | $2,203+144.7% |
| Participant deferral / active EE | $5,349 | $3,131+70.9% | $4,895+9.3% | $3,192+67.6% |
| Admin fee / account holder | $54,073 | $5,986+803.4% | $11,612+365.7% | $4,297+1158.4% |