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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 | $148,907 | $75,832+96.4% | $147,617+0.9% | $59,633+149.7% |
| Participation rate | 90.4% | 71.6%+18.8pp | 84.6%+5.8pp | 68.7%+21.7pp |
| Annual return | -0.77% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $8,195 | $3,485+135.2% | $5,564+47.3% | $2,203+272.1% |
| Participant deferral / active EE | $8,789 | $3,131+180.7% | $4,895+79.5% | $3,192+175.4% |
| Admin fee / account holder | $8,515 | $5,986+42.3% | $11,612-26.7% | $4,297+98.2% |