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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 | $137,045 | $78,694+74.1% | $67,652+102.6% | $125,389+9.3% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | -1.89% | 9.46%-11.3pp | 6625.40%-6627.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $9,745 | $3,044+220.2% | $2,266+330.1% | $4,866+100.3% |
| Participant deferral / active EE | $4,558 | $4,292+6.2% | $3,560+28.0% | $5,352-14.8% |
| Admin fee / account holder | $952 | $7,403-87.1% | $4,821-80.3% | $9,541-90.0% |