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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 | $181,288 | $75,832+139.1% | $147,617+22.8% | $59,633+204.0% |
| Participation rate | 95.1% | 71.6%+23.6pp | 84.6%+10.5pp | 68.7%+26.5pp |
| Annual return | -0.09% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $5,926 | $3,485+70.1% | $5,564+6.5% | $2,203+169.0% |
| Participant deferral / active EE | $6,919 | $3,131+121.0% | $4,895+41.3% | $3,192+116.8% |
| Admin fee / account holder | $5,897 | $5,986-1.5% | $11,612-49.2% | $4,297+37.2% |