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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 | $124,868 | $75,832+64.7% | $147,617-15.4% | $59,633+109.4% |
| Participation rate | 90.3% | 71.6%+18.8pp | 84.6%+5.7pp | 68.7%+21.7pp |
| Annual return | 1.08% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $6,345 | $3,485+82.1% | $5,564+14.0% | $2,203+188.1% |
| Participant deferral / active EE | $4,214 | $3,131+34.6% | $4,895-13.9% | $3,192+32.0% |
| Admin fee / account holder | $8,573 | $5,986+43.2% | $11,612-26.2% | $4,297+99.5% |