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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 | $239,097 | $75,832+215.3% | $147,617+62.0% | $59,633+300.9% |
| Participation rate | 90.8% | 71.6%+19.2pp | 84.6%+6.1pp | 68.7%+22.1pp |
| Annual return | -1.04% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $12,616 | $3,485+262.0% | $5,564+126.7% | $2,203+472.8% |
| Participant deferral / active EE | $11,690 | $3,131+273.4% | $4,895+138.8% | $3,192+266.3% |
| Admin fee / account holder | $3,512 | $5,986-41.3% | $11,612-69.8% | $4,297-18.3% |