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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 | $112,632 | $75,832+48.5% | $147,617-23.7% | $59,633+88.9% |
| Participation rate | 94.7% | 71.6%+23.2pp | 84.6%+10.1pp | 68.7%+26.1pp |
| Annual return | -1.11% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,248 | $3,485-64.2% | $5,564-77.6% | $2,203-43.4% |
| Participant deferral / active EE | $4,258 | $3,131+36.0% | $4,895-13.0% | $3,192+33.4% |
| Admin fee / account holder | $36,603 | $5,986+511.5% | $11,612+215.2% | $4,297+751.8% |