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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 | $223,301 | $75,832+194.5% | $147,617+51.3% | $59,633+274.5% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | -1.03% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $6,525 | $3,485+87.3% | $5,564+17.3% | $2,203+196.3% |
| Participant deferral / active EE | $7,000 | $3,131+123.6% | $4,895+43.0% | $3,192+119.3% |
| Admin fee / account holder | $9,187 | $5,986+53.5% | $11,612-20.9% | $4,297+113.8% |