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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 | $156,110 | $75,832+105.9% | $147,617+5.8% | $59,633+161.8% |
| Participation rate | 95.2% | 71.6%+23.7pp | 84.6%+10.6pp | 68.7%+26.6pp |
| Annual return | -1.14% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $9,648 | $3,485+176.8% | $5,564+73.4% | $2,203+338.0% |
| Participant deferral / active EE | $6,681 | $3,131+113.4% | $4,895+36.5% | $3,192+109.3% |
| Admin fee / account holder | $10,261 | $5,986+71.4% | $11,612-11.6% | $4,297+138.8% |