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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 | $134,063 | $75,832+76.8% | $147,617-9.2% | $59,633+124.8% |
| Participation rate | 98.9% | 71.6%+27.4pp | 84.6%+14.3pp | 68.7%+30.3pp |
| Annual return | -1.26% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $6,252 | $3,485+79.4% | $5,564+12.4% | $2,203+183.8% |
| Participant deferral / active EE | $4,188 | $3,131+33.8% | $4,895-14.5% | $3,192+31.2% |
| Admin fee / account holder | $9,503 | $5,986+58.8% | $11,612-18.2% | $4,297+121.2% |