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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 | $152,486 | $75,832+101.1% | $147,617+3.3% | $59,633+155.7% |
| Participation rate | 90.6% | 71.6%+19.1pp | 84.6%+6.0pp | 68.7%+22.0pp |
| Annual return | -1.12% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $4,675 | $3,485+34.2% | $5,564-16.0% | $2,203+112.3% |
| Participant deferral / active EE | $5,805 | $3,131+85.4% | $4,895+18.6% | $3,192+81.9% |
| Admin fee / account holder | $6,370 | $5,986+6.4% | $11,612-45.1% | $4,297+48.2% |