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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 | $190,800 | $75,832+151.6% | $147,617+29.3% | $59,633+220.0% |
| Participation rate | 92.9% | 71.6%+21.3pp | 84.6%+8.2pp | 68.7%+24.2pp |
| Annual return | -0.63% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $4,423 | $3,485+26.9% | $5,564-20.5% | $2,203+100.8% |
| Participant deferral / active EE | $4,372 | $3,131+39.7% | $4,895-10.7% | $3,192+37.0% |
| Admin fee / account holder | $2,246 | $5,986-62.5% | $11,612-80.7% | $4,297-47.7% |