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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 | $154,061 | $75,832+103.2% | $147,617+4.4% | $59,633+158.3% |
| Participation rate | 96.3% | 71.6%+24.7pp | 84.6%+11.7pp | 68.7%+27.6pp |
| Annual return | -1.01% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $9,373 | $3,485+169.0% | $5,564+68.4% | $2,203+325.5% |
| Participant deferral / active EE | $5,722 | $3,131+82.8% | $4,895+16.9% | $3,192+79.3% |
| Admin fee / account holder | $4,818 | $5,986-19.5% | $11,612-58.5% | $4,297+12.1% |