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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 | $113,550 | $75,832+49.7% | $147,617-23.1% | $59,633+90.4% |
| Participation rate | 88.0% | 71.6%+16.4pp | 84.6%+3.4pp | 68.7%+19.3pp |
| Annual return | -1.22% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $2,902 | $3,485-16.7% | $5,564-47.8% | $2,203+31.8% |
| Participant deferral / active EE | $5,477 | $3,131+75.0% | $4,895+11.9% | $3,192+71.6% |
| Admin fee / account holder | $11,261 | $5,986+88.1% | $11,612-3.0% | $4,297+162.1% |