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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 | $140,075 | $75,832+84.7% | $147,617-5.1% | $59,633+134.9% |
| Participation rate | 98.4% | 71.6%+26.8pp | 84.6%+13.8pp | 68.7%+29.7pp |
| Annual return | -1.96% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $9,078 | $3,485+160.5% | $5,564+63.1% | $2,203+312.1% |
| Participant deferral / active EE | $10,129 | $3,131+223.5% | $4,895+106.9% | $3,192+217.3% |
| Admin fee / account holder | $19,128 | $5,986+219.6% | $11,612+64.7% | $4,297+345.2% |