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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 | $105,090 | $75,832+38.6% | $147,617-28.8% | $59,633+76.2% |
| Participation rate | 89.5% | 71.6%+17.9pp | 84.6%+4.9pp | 68.7%+20.8pp |
| Annual return | -1.13% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $7,032 | $3,485+101.8% | $5,564+26.4% | $2,203+219.3% |
| Participant deferral / active EE | $4,856 | $3,131+55.1% | $4,895-0.8% | $3,192+52.1% |
| Admin fee / account holder | $2,490 | $5,986-58.4% | $11,612-78.6% | $4,297-42.0% |