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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 | $140,944 | $75,832+85.9% | $147,617-4.5% | $59,633+136.4% |
| Participation rate | 90.2% | 71.6%+18.7pp | 84.6%+5.6pp | 68.7%+21.6pp |
| Annual return | 0.98% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $5,860 | $3,485+68.2% | $5,564+5.3% | $2,203+166.1% |
| Participant deferral / active EE | $3,995 | $3,131+27.6% | $4,895-18.4% | $3,192+25.2% |
| Admin fee / account holder | $3,298 | $5,986-44.9% | $11,612-71.6% | $4,297-23.3% |