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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 | $210,932 | $75,832+178.2% | $147,617+42.9% | $59,633+253.7% |
| Participation rate | 92.6% | 71.6%+21.1pp | 84.6%+8.0pp | 68.7%+24.0pp |
| Annual return | -0.99% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $12,217 | $3,485+250.6% | $5,564+119.6% | $2,203+454.7% |
| Participant deferral / active EE | $7,402 | $3,131+136.5% | $4,895+51.2% | $3,192+131.9% |
| Admin fee / account holder | $100,525 | $5,986+1579.5% | $11,612+765.7% | $4,297+2239.5% |