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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 | $205,133 | $75,832+170.5% | $147,618+39.0% | $59,633+244.0% |
| Participation rate | 93.9% | 71.6%+22.4pp | 84.6%+9.3pp | 68.7%+25.3pp |
| Annual return | -1.95% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $12,331 | $3,485+253.9% | $5,565+121.6% | $2,203+459.8% |
| Participant deferral / active EE | $7,744 | $3,131+147.4% | $4,895+58.2% | $3,192+142.6% |
| Admin fee / account holder | $2,628 | $5,986-56.1% | $11,612-77.4% | $4,297-38.8% |