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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 | $131,932 | $75,832+74.0% | $147,617-10.6% | $59,633+121.2% |
| Participation rate | 88.1% | 71.6%+16.5pp | 84.6%+3.5pp | 68.7%+19.4pp |
| Annual return | -0.98% | 0.37%-1.3pp | 61.98%-63.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $6,016 | $3,485+72.6% | $5,564+8.1% | $2,203+173.1% |
| Participant deferral / active EE | $5,218 | $3,131+66.7% | $4,895+6.6% | $3,192+63.5% |
| Admin fee / account holder | $1,614 | $5,986-73.0% | $11,612-86.1% | $4,297-62.4% |