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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 | $85,486 | $75,832+12.7% | $147,617-42.1% | $59,633+43.4% |
| Participation rate | 87.8% | 71.6%+16.2pp | 84.6%+3.2pp | 68.7%+19.1pp |
| Annual return | -1.59% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $5,450 | $3,485+56.4% | $5,564-2.1% | $2,203+147.4% |
| Participant deferral / active EE | $6,080 | $3,131+94.2% | $4,895+24.2% | $3,192+90.5% |
| Admin fee / account holder | $10,725 | $5,986+79.2% | $11,612-7.6% | $4,297+149.6% |