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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 | $125,486 | $75,832+65.5% | $147,617-15.0% | $59,633+110.4% |
| Participation rate | 90.3% | 71.6%+18.8pp | 84.6%+5.7pp | 68.7%+21.7pp |
| Annual return | -2.25% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $9,139 | $3,485+162.3% | $5,564+64.2% | $2,203+314.9% |
| Participant deferral / active EE | $6,081 | $3,131+94.2% | $4,895+24.2% | $3,192+90.5% |
| Admin fee / account holder | $54,090 | $5,986+803.7% | $11,612+365.8% | $4,297+1158.8% |