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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 | $71,005 | $75,832-6.4% | $147,617-51.9% | $59,633+19.1% |
| Participation rate | 95.5% | 71.6%+24.0pp | 84.6%+10.9pp | 68.7%+26.9pp |
| Annual return | -1.19% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $5,932 | $3,485+70.2% | $5,564+6.6% | $2,203+169.3% |
| Participant deferral / active EE | $5,057 | $3,131+61.5% | $4,895+3.3% | $3,192+58.4% |
| Admin fee / account holder | $11,137 | $5,986+86.1% | $11,612-4.1% | $4,297+159.2% |