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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 | $95,768 | $75,832+26.3% | $147,617-35.1% | $59,633+60.6% |
| Participation rate | 90.0% | 71.6%+18.4pp | 84.6%+5.4pp | 68.7%+21.3pp |
| Annual return | -2.01% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $5,243 | $3,485+50.5% | $5,564-5.8% | $2,203+138.0% |
| Participant deferral / active EE | $4,152 | $3,131+32.6% | $4,895-15.2% | $3,192+30.1% |
| Admin fee / account holder | $529 | $5,986-91.2% | $11,612-95.4% | $4,297-87.7% |