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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 | $135,943 | $75,832+79.3% | $147,617-7.9% | $59,633+128.0% |
| Participation rate | 95.3% | 71.6%+23.8pp | 84.6%+10.7pp | 68.7%+26.7pp |
| Annual return | -2.25% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $8,098 | $3,485+132.4% | $5,564+45.5% | $2,203+267.6% |
| Participant deferral / active EE | $4,415 | $3,131+41.0% | $4,895-9.8% | $3,192+38.3% |
| Admin fee / account holder | $1,005 | $5,986-83.2% | $11,612-91.3% | $4,297-76.6% |