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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 | $150,285 | $75,832+98.2% | $147,618+1.8% | $59,633+152.0% |
| Participation rate | 91.9% | 71.6%+20.3pp | 84.6%+7.3pp | 68.7%+23.2pp |
| Annual return | -1.93% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $8,101 | $3,485+132.5% | $5,565+45.6% | $2,203+267.8% |
| Participant deferral / active EE | $6,616 | $3,131+111.4% | $4,895+35.2% | $3,192+107.3% |
| Admin fee / account holder | $8,580 | $5,986+43.4% | $11,612-26.1% | $4,297+99.7% |