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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 | $80,925 | $75,832+6.7% | $147,617-45.2% | $59,633+35.7% |
| Participation rate | 91.5% | 71.6%+19.9pp | 84.6%+6.9pp | 68.7%+22.8pp |
| Annual return | -0.32% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $6,932 | $3,485+98.9% | $5,564+24.6% | $2,203+214.7% |
| Participant deferral / active EE | $3,360 | $3,131+7.3% | $4,895-31.4% | $3,192+5.3% |
| Admin fee / account holder | $25,768 | $5,986+330.5% | $11,612+121.9% | $4,297+499.7% |