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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 | $211,323 | $75,828+178.7% | $147,617+43.2% | $59,632+254.4% |
| Participation rate | 97.4% | 71.6%+25.9pp | 84.6%+12.8pp | 68.7%+28.8pp |
| Annual return | -0.58% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.32%-2041.9pp |
| Employer contribution / active EE | $12,562 | $3,485+260.5% | $5,565+125.8% | $2,203+470.3% |
| Participant deferral / active EE | $6,343 | $3,130+102.6% | $4,895+29.6% | $3,192+98.7% |
| Admin fee / account holder | $9,439 | $5,985+57.7% | $11,611-18.7% | $4,297+119.7% |